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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 91-6001541 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,010 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Contract Administrator | $5,836 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $3,236 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 91-6001541 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $846 |
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.
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 | $20,852 | $41,281-49.5% | $109,313-80.9% | $57,658-63.8% |
| Participation rate | 30.6% | 59.3%-28.7pp | 71.3%-40.6pp | 70.2%-39.6pp |
| Annual return | 7.88% | 8.97%-1.1pp | 22.07%-14.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $310 | $1,201-74.2% | $3,892-92.0% | $1,974-84.3% |
| Participant deferral / active EE | $495 | $2,223-77.7% | $3,166-84.4% | $3,061-83.8% |
| Admin fee / account holder | $102 | $75+34.9% | $5,666-98.2% | $95+7.4% |