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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL HARBOR PARTNERS LLC Service code 27 12000 AEROSPACE AVE · HOUSTON, TX 77034 | Advisory (Plan) | $14,889 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,089 |
NOVA 401(K) ASSOCIATES5+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Contract Administrator | $5,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,715 | $99,957-39.3% | $149,730-59.5% | $73,493-17.4% |
| Participation rate | 52.5% | 75.7%-23.2pp | 82.5%-30.0pp | 70.7%-18.2pp |
| Annual return | 7.26% | 53.87%-46.6pp | 276.70%-269.4pp | 28.51%-21.2pp |
| Employer contribution / active EE | $1,680 | $3,191-47.3% | $4,645-63.8% | $2,270-26.0% |
| Participant deferral / active EE | $3,950 | $6,073-34.9% | $6,843-42.3% | $3,740+5.6% |
| Admin fee / account holder | $322 | $551-41.6% | $9,310-96.5% | $513-37.3% |