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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,974 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 55 · EIN 04-1590850 P.O. BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $17,334 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401 (K) ASSOCIATES Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $4,704 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,362 | $49,138+12.7% | $84,021-34.1% | $65,185-15.1% |
| Participation rate | 46.0% | 60.7%-14.8pp | 69.0%-23.1pp | 70.2%-24.2pp |
| Annual return | 21.75% | 23.00%-1.2pp | 71.32%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $485 | $914-46.9% | $1,984-75.5% | $2,177-77.7% |
| Participant deferral / active EE | $2,022 | $2,397-15.6% | $3,239-37.6% | $3,514-42.4% |
| Admin fee / account holder | $307 | $543-43.5% | $6,102-95.0% | $847-63.8% |