Filed March 13, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,315 |
UBS FINANCIAL SERVICES INC8 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $24,443 |
NOVA 401(K) ASSOCIATES5 years Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Contract Administrator | $9,776 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,946 | $47,163-81.0% | $149,696-94.0% | $74,460-88.0% |
| Participation rate | 99.6% | 63.4%+36.2pp | 78.8%+20.8pp | 70.7%+28.9pp |
| Annual return | 18.11% | 22.75%-4.6pp | 134.46%-116.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $417 | $1,907-78.2% | $4,821-91.4% | $2,638-84.2% |
| Participant deferral / active EE | $1,300 | $2,730-52.4% | $5,682-77.1% | $4,530-71.3% |
| Admin fee / account holder | $88 | $343-74.4% | $13,212-99.3% | $348-74.7% |