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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $5,658 |
Filed as: AXA ADVISORS LLC Service code 55 | Other Commissions | $0 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,803 | $106,230-86.1% | $80,977-81.7% | - |
| Participation rate | 39.4% | 59.7%-20.3pp | 75.8%-36.4pp | - |
| Annual return | 11.52% | 1.70%+9.8pp | 17.11%-5.6pp | - |
| Employer contribution / active EE | $1,260 | $1,571-19.8% | $3,715-66.1% | - |
| Participant deferral / active EE | $1,672 | $3,737-55.2% | $5,696-70.6% | - |
| Admin fee / account holder | $131 | $5,451-97.6% | $5,517-97.6% | - |