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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $14,723 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 320 WEST 57TH ST. · NEW YORK, NY 10019 | Advisory (Plan) | $12,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $879 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401K ASSOCIATES, LP Service code 13 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Contract Administrator | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,200 | $91,179-49.3% | $178,499-74.1% | $79,852-42.1% |
| Participation rate | 84.7% | 69.2%+15.5pp | 81.9%+2.8pp | 69.6%+15.1pp |
| Annual return | 12.24% | 24.19%-12.0pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,470 | $3,256-54.8% | $5,011-70.7% | $2,471-40.5% |
| Participant deferral / active EE | $3,217 | $3,236-0.6% | $5,202-38.2% | $3,740-14.0% |
| Admin fee / account holder | $204 | $6,749-97.0% | $13,986-98.5% | $5,306-96.2% |