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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 | $12,747 |
Filed as: AXA ADVISORS LLC Service code 55 | Other Commissions | $5,263 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401 (K) ASSOCIATES Service code 13 | Contract Administrator | $1,055 |
Filed as: AXA ADVISORS Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $0 |
NOVA 401(K) ASSOCIATES3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $18,328 | $61,214-70.1% | $83,327-78.0% | $56,289-67.4% |
| Participation rate | 41.0% | 72.6%-31.6pp | 77.8%-36.8pp | 69.9%-28.9pp |
| Annual return | -11.33% | 0.42%-11.7pp | 10.64%-22.0pp | -9.96%-1.4pp |
| Employer contribution / active EE | $1,088 | $1,925-43.5% | $3,379-67.8% | $2,111-48.5% |
| Participant deferral / active EE | $1,689 | $5,091-66.8% | $5,565-69.7% | $3,350-49.6% |
| Admin fee / account holder | $233 | $512-54.5% | $7,540-96.9% | $521-55.3% |