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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 | $8,081 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,771 |
NOVA 401(K) ASSOCIATES7+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $1,650 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,183 | $82,674-82.8% | $125,381-88.7% | $68,486-79.3% |
| Participation rate | 65.1% | 75.1%-9.9pp | 82.4%-17.3pp | 67.9%-2.8pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,531 | $3,382-54.7% | $4,815-68.2% | $2,597-41.0% |
| Participant deferral / active EE | $1,597 | $6,111-73.9% | $7,448-78.6% | $4,028-60.3% |
| Admin fee / account holder | $169 | $6,277-97.3% | $10,007-98.3% | $5,404-96.9% |