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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 | $67,698 |
Service code 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $48,449 |
NOVA 401(K) ASSOCIATES8 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $23,536 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,099 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,275 | $36,904-39.6% | $158,223-85.9% | $65,191-65.8% |
| Participation rate | 88.4% | 62.1%+26.3pp | 79.2%+9.2pp | 63.0%+25.4pp |
| Annual return | 15.05% | 24.43%-9.4pp | 52.09%-37.0pp | 51.24%-36.2pp |
| Employer contribution / active EE | $1,095 | $1,489-26.5% | $4,109-73.4% | $2,400-54.4% |
| Participant deferral / active EE | $2,882 | $1,936+48.9% | $5,467-47.3% | $2,671+7.9% |
| Admin fee / account holder | $158 | $793-80.1% | $16,047-99.0% | $907-82.6% |