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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,741 |
Filed as: ROYAL HARBOR PARTNERS LLC Service code 27 12000 AEROSPACE AVE · HOUSTON, TX 77034 | Advisory (Plan) | $14,183 |
NOVA 401(K) ASSOCIATES7+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Contract Administrator | $5,673 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,150 | $84,482-9.9% | $125,363-39.3% | $66,930+13.8% |
| Participation rate | 40.6% | 76.4%-35.8pp | 82.4%-41.8pp | 69.8%-29.2pp |
| Annual return | -12.73% | -8.49%-4.2pp | 572.15%-584.9pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,264 | $3,553-64.4% | $4,815-73.7% | $2,545-50.3% |
| Participant deferral / active EE | $3,567 | $6,782-47.4% | $7,447-52.1% | $4,238-15.8% |
| Admin fee / account holder | $423 | $685-38.3% | $10,005-95.8% | $593-28.8% |