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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 | $14,160 |
Filed as: AXA ADVISORS LLC Service code 55 | Other Commissions | $5,875 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401 (K) ASSOCIATES Service code 13 | Contract Administrator | $1,178 |
Filed as: AXA ADVISORS Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $0 |
NOVA 401(K) ASSOCIATES4 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.
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 | $21,419 | $58,655-63.5% | $91,994-76.7% | $65,185-67.1% |
| Participation rate | 43.7% | 75.3%-31.6pp | 78.6%-34.9pp | 70.2%-26.5pp |
| Annual return | 24.63% | 33.92%-9.3pp | 69.04%-44.4pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,167 | $2,080-43.9% | $3,453-66.2% | $2,177-46.4% |
| Participant deferral / active EE | $1,988 | $5,474-63.7% | $5,924-66.4% | $3,514-43.4% |
| Admin fee / account holder | $225 | $434-48.1% | $7,744-97.1% | $847-73.4% |