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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,428 |
Filed as: AXA ADVISORS Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $0 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST HWY · HOUSTON, TX 77092 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,390 | $64,359-68.3% | $90,161-77.4% | $70,126-70.9% |
| Participation rate | 43.3% | 70.4%-27.1pp | 76.9%-33.5pp | 69.5%-26.2pp |
| Annual return | 19.98% | 28.13%-8.2pp | 34.89%-14.9pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,067 | $2,046-47.9% | $3,318-67.9% | $2,343-54.5% |
| Participant deferral / active EE | $2,005 | $4,389-54.3% | $5,287-62.1% | $3,332-39.8% |
| Admin fee / account holder | $196 | $3,945-95.0% | $5,943-96.7% | $4,645-95.8% |