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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,247 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $67,703-100.0% | $127,803-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 79.0%-79.0pp | 70.2%-70.2pp |
| Annual return | -186.36% | 24.36%-210.7pp | 26.14%-212.5pp | 29.38%-215.7pp |
| Employer contribution / active EE | $1,517 | $3,724-59.2% | $4,576-66.8% | $2,177-30.3% |
| Participant deferral / active EE | $2,278 | $4,787-52.4% | $6,023-62.2% | $3,514-35.2% |
| Admin fee / account holder | $0 | $618-100.0% | $9,399-100.0% | $847-100.0% |