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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 | $46,464-52.1% | $150,298-85.2% | $79,634-72.0% |
| Participation rate | 88.4% | 57.0%+31.4pp | 77.8%+10.6pp | 62.5%+25.9pp |
| Annual return | 15.05% | 27.89%-12.8pp | 62.79%-47.7pp | 36.46%-21.4pp |
| Employer contribution / active EE | $1,095 | $1,512-27.6% | $4,154-73.6% | $2,529-56.7% |
| Participant deferral / active EE | $2,882 | $2,157+33.6% | $5,453-47.1% | $3,835-24.8% |
| Admin fee / account holder | $158 | $891-82.3% | $14,116-98.9% | $1,002-84.2% |