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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 | $40,144 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,754 |
Service code 99 PO BOX 2590 · FORT SMITH, AR 72902 | Other Fees | $3,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,274 | $55,402+218.2% | $76,089+131.7% | $77,714+126.8% |
| Participation rate | 60.1% | 63.6%-3.4pp | 69.1%-8.9pp | 70.6%-10.4pp |
| Annual return | 14.54% | 17.09%-2.6pp | 360.94%-346.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $5,100 | $1,789+185.0% | $2,690+89.6% | $2,727+87.0% |
| Participant deferral / active EE | $4,757 | $3,450+37.9% | $4,259+11.7% | $4,649+2.3% |
| Admin fee / account holder | $216 | $410-47.2% | $6,418-96.6% | $433-50.0% |