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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $6,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,478 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77096 | Contract Administrator | $1,165 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,070 | $84,236-77.4% | $170,435-88.8% | $70,126-72.8% |
| Participation rate | 34.7% | 70.8%-36.1pp | 83.6%-48.9pp | 69.5%-34.8pp |
| Annual return | 12.35% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $164 | $3,387-95.1% | $5,432-97.0% | $2,343-93.0% |
| Participant deferral / active EE | $461 | $3,086-85.1% | $4,939-90.7% | $3,332-86.2% |
| Admin fee / account holder | $258 | $5,698-95.5% | $13,881-98.1% | $4,645-94.4% |