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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,461 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $10,698 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,118 |
NOVA 401(K) ASSOCIATES3 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 | $35,268 | $72,658-51.5% | $127,803-72.4% | $67,579-47.8% |
| Participation rate | 92.0% | 80.0%+12.0pp | 79.0%+13.0pp | 71.3%+20.7pp |
| Annual return | 20.42% | 26.49%-6.1pp | 26.14%-5.7pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,958 | $3,988-50.9% | $4,576-57.2% | $2,148-8.8% |
| Participant deferral / active EE | $5,207 | $5,383-3.3% | $6,023-13.5% | $3,539+47.1% |
| Admin fee / account holder | $115 | $127-9.6% | $9,399-98.8% | $142-19.3% |