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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,257 |
MMLIS3 years Service code 55 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $11,528 |
NOVA 401(K) ASSOCIATES8 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $2,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,438 | $55,470-23.5% | $155,556-72.7% | $74,478-43.0% |
| Participation rate | 29.9% | 61.9%-32.0pp | 78.2%-48.3pp | 67.2%-37.3pp |
| Annual return | 10.27% | 269.80%-259.5pp | 64.84%-54.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $558 | $2,267-75.4% | $4,675-88.1% | $2,626-78.7% |
| Participant deferral / active EE | $1,356 | $2,838-52.2% | $5,631-75.9% | $4,350-68.8% |
| Admin fee / account holder | $168 | $1,744-90.4% | $15,885-98.9% | $1,946-91.4% |