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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $25,041 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $17,760 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401 (K) ASSOCIATES Service code 13 | Contract Administrator | $5,352 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,008 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 10777 NORTHWEST FWY · HOUSTON, TX 770927319 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,563 | $89,652-23.5% | $141,191-51.4% | $65,185+5.2% |
| Participation rate | 43.9% | 74.7%-30.8pp | 82.5%-38.5pp | 70.2%-26.3pp |
| Annual return | 21.47% | 32.79%-11.3pp | 71.41%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,300 | $3,065-57.6% | $4,736-72.5% | $2,177-40.3% |
| Participant deferral / active EE | $2,403 | $5,691-57.8% | $6,710-64.2% | $3,514-31.6% |
| Admin fee / account holder | $281 | $569-50.5% | $10,264-97.3% | $847-66.8% |