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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 | $18,270 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,390 |
NOVA 401(K) ASSOCIATES10+ years Service code 13 | Contract Administrator | $1,077 |
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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,720 | $45,109-91.8% | $85,187-95.6% | $77,736-95.2% |
| Participation rate | 24.7% | 48.7%-24.0pp | 67.5%-42.8pp | 70.6%-45.9pp |
| Annual return | 6.06% | 79.55%-73.5pp | 66.67%-60.6pp | 31.26%-25.2pp |
| Employer contribution / active EE | $407 | $1,602-74.6% | $2,732-85.1% | $2,728-85.1% |
| Participant deferral / active EE | $402 | $2,814-85.7% | $4,525-91.1% | $4,651-91.3% |
| Admin fee / account holder | $117 | $915-87.2% | $6,162-98.1% | $433-73.1% |