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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 | $26,246 |
FROST BANK2 years Service code 27 100 W HOUSTON ST · SAN ANTIONIO, TX 78205 | Advisory (Plan) | $21,226 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $11,180 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,482 | $91,439-14.2% | $135,974-42.3% | $71,511+9.7% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 24.34% | 29.90%-5.6pp | 68.30%-44.0pp | 28.86%-4.5pp |
| Employer contribution / active EE | $5,448 | $3,705+47.1% | $4,859+12.1% | $2,589+110.4% |
| Participant deferral / active EE | $9,957 | $7,093+40.4% | $7,760+28.3% | $4,291+132.1% |
| Admin fee / account holder | $290 | $1,267-77.1% | $10,767-97.3% | $1,588-81.7% |