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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 | $25,967 |
EQUITABLE ADVISORS LLC2 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $11,033 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401 (K) ASSOCIATES Service code 13 | Contract Administrator | $2,216 |
NOVA 401(K) ASSOCIATES6+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,749 | $73,638-54.2% | $108,410-68.9% | $79,393-57.5% |
| Participation rate | 54.1% | 77.4%-23.2pp | 80.1%-26.0pp | 70.7%-16.6pp |
| Annual return | 16.47% | 33.27%-16.8pp | 905.34%-888.9pp | 116.87%-100.4pp |
| Employer contribution / active EE | $1,430 | $2,397-40.3% | $3,558-59.8% | $2,428-41.1% |
| Participant deferral / active EE | $2,609 | $6,218-58.0% | $6,562-60.2% | $4,046-35.5% |
| Admin fee / account holder | $338 | $638-47.0% | $7,296-95.4% | $627-46.0% |