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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,314 |
NOVA 401(K) ASSOCIATES7 years Service code 13 10777 NW FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,927 |
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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,785 | $91,710-68.6% | $67,560-57.4% | $77,762-63.0% |
| Participation rate | 45.2% | 76.0%-30.8pp | 72.9%-27.7pp | 70.6%-25.4pp |
| Annual return | 11.66% | 14.88%-3.2pp | 3533.50%-3521.8pp | 31.27%-19.6pp |
| Employer contribution / active EE | $782 | $3,187-75.5% | $2,737-71.4% | $2,728-71.3% |
| Participant deferral / active EE | $1,618 | $3,911-58.6% | $4,004-59.6% | $4,651-65.2% |
| Admin fee / account holder | $106 | $245-56.7% | $3,994-97.3% | $433-75.5% |