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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,808 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,797 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401 (K) ASSOCIATES Service code 13 | Contract Administrator | $791 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NOTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $0 |
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 | $36,073 | $60,396-40.3% | $111,392-67.6% | $56,289-35.9% |
| Participation rate | 84.5% | 72.4%+12.1pp | 78.9%+5.6pp | 69.9%+14.6pp |
| Annual return | -5.12% | 20.26%-25.4pp | -2.06%-3.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,827 | $3,459-47.2% | $4,328-57.8% | $2,111-13.5% |
| Participant deferral / active EE | $4,900 | $4,421+10.8% | $5,567-12.0% | $3,350+46.3% |
| Admin fee / account holder | $109 | $610-82.1% | $12,266-99.1% | $521-79.1% |