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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 | $55,608 |
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $50,739 |
Service code 99 PO BOX 2590 · FORT SMITH, AR 72902 | Other Fees | $23,079 |
Filed as: LAVINE LOFGREN MORRIS & ENGELBERG Service code 10 4180 LA JOLLA VILLAGE DR · LA JOLLA, CA 92037 | Accounting | $13,725 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,974 |
Annual investment return 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 | $9,429 | $50,902-81.5% | $155,534-93.9% | $77,736-87.9% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 11.47% | 34.85%-23.4pp | 64.92%-53.4pp | 31.26%-19.8pp |
| Employer contribution / active EE | $900 | $1,991-54.8% | $4,675-80.8% | $2,728-67.0% |
| Participant deferral / active EE | $2,406 | $2,824-14.8% | $5,630-57.3% | $4,651-48.3% |
| Admin fee / account holder | $129 | $437-70.5% | $15,900-99.2% | $433-70.3% |