Filed March 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,786 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $41,642 |
NOVA 401(K) ASSOCIATES7 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $16,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,064 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,797 | $50,982-82.7% | $154,803-94.3% | $85,563-89.7% |
| Participation rate | 99.9% | 59.8%+40.1pp | 78.1%+21.8pp | 66.0%+33.9pp |
| Annual return | 21.67% | 30.35%-8.7pp | 58.88%-37.2pp | 31.51%-9.8pp |
| Employer contribution / active EE | $563 | $1,708-67.0% | $4,305-86.9% | $2,654-78.8% |
| Participant deferral / active EE | $1,392 | $2,474-43.7% | $5,540-74.9% | $4,375-68.2% |
| Admin fee / account holder | $89 | $846-89.5% | $14,329-99.4% | $834-89.4% |