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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E. COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $45,952 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,359 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASE ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,890 |
NOVA 401(K) ASSOCIATES2+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,040 | $83,023-67.4% | $102,437-73.6% | $77,762-65.2% |
| Participation rate | 64.6% | 71.5%-6.9pp | 74.5%-9.9pp | 70.6%-6.0pp |
| Annual return | -0.41% | 19.12%-19.5pp | 24.95%-25.4pp | 31.27%-31.7pp |
| Employer contribution / active EE | $1,598 | $3,552-55.0% | $3,871-58.7% | $2,728-41.4% |
| Participant deferral / active EE | $3,120 | $4,110-24.1% | $5,060-38.3% | $4,651-32.9% |
| Admin fee / account holder | $127 | $639-80.1% | $8,388-98.5% | $433-70.6% |