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| Provider | Service type | Compensation |
|---|---|---|
COGNITIVE PROFESSIONAL SERVICES1+ years Service code 99 16333 S GREAT OAKS DR STE 201 · ROUND ROCK, TX 78681 | Other Fees | $7,381 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,173 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 | Other Commissions | $2,171 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $1,180 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $622 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INSURANCE Service code 55 | Other Commissions | $415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,136 | $75,183-82.5% | $123,894-89.4% | $55,167-76.2% |
| Participation rate | 47.4% | 72.8%-25.4pp | 81.4%-34.0pp | 69.0%-21.6pp |
| Annual return | 8.66% | 19.01%-10.3pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,065 | $2,823-62.3% | $4,617-76.9% | $1,963-45.7% |
| Participant deferral / active EE | $1,475 | $5,084-71.0% | $5,984-75.4% | $3,054-51.7% |
| Admin fee / account holder | $161 | $663-75.8% | $8,357-98.1% | $504-68.1% |