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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,099 |
NOVA 401(K) ASSOCIATES4+ years Service code 13 · EIN 20-1181458 | Contract Administrator | $11,970 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,618 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $368 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,308 | $75,388-86.3% | $123,549-91.7% | $55,725-81.5% |
| Participation rate | 52.4% | 75.7%-23.2pp | 82.3%-29.9pp | 70.9%-18.4pp |
| Annual return | -1.30% | 4.48%-5.8pp | 119.20%-120.5pp | 244.93%-246.2pp |
| Employer contribution / active EE | $3,590 | $3,063+17.2% | $4,628-22.4% | $2,078+72.8% |
| Participant deferral / active EE | $874 | $5,651-84.5% | $6,426-86.4% | $3,356-74.0% |
| Admin fee / account holder | $78 | $120-35.2% | $9,284-99.2% | $115-32.6% |