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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 | $36,002-38.1% | $161,489-86.2% | $64,728-65.6% |
| Participation rate | 88.4% | 57.4%+30.9pp | 78.7%+9.7pp | 57.9%+30.5pp |
| Annual return | 15.05% | 33.93%-18.9pp | 89.72%-74.7pp | 49.38%-34.3pp |
| Employer contribution / active EE | $1,095 | $1,380-20.6% | $4,268-74.3% | $2,243-51.2% |
| Participant deferral / active EE | $2,882 | $1,815+58.8% | $5,630-48.8% | $2,729+5.6% |
| Admin fee / account holder | $158 | $931-83.0% | $16,006-99.0% | $1,145-86.2% |