Filed March 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $21,565 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,803 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Contract Administrator | $8,624 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,562 | $46,332-83.7% | $143,797-94.7% | $64,824-88.3% |
| Participation rate | 80.8% | 64.2%+16.5pp | 80.3%+0.4pp | 71.5%+9.3pp |
| Annual return | -8.49% | -10.05%+1.6pp | -0.04%-8.4pp | 32.84%-41.3pp |
| Employer contribution / active EE | $189 | $1,911-90.1% | $4,952-96.2% | $2,507-92.4% |
| Participant deferral / active EE | $853 | $2,647-67.8% | $5,638-84.9% | $4,311-80.2% |
| Admin fee / account holder | $80 | $154-47.8% | $14,679-99.5% | $188-57.2% |