Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $18,420 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,041 |
9 funds of $250K or more; 18 lines in all, holding $7.6M of the plan's $8.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $6.4M | 84.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $494K | 6.5% |
| Benefit-Responsive Annuity Contract Empower Empower · Insurance contract Recordkeeper's own fund | $176K | 2.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $87K | 1.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $71K | 0.9% |
| JPMorgan Mid Cap Value R6 MFS (Sun Life) · Mutual fund | $55K | 0.7% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $53K | 0.7% |
| U.S. Government Securities Fund Class R-6 Capital Group · Mutual fund | $44K | 0.6% |
| Inflation-Adjusted Bond Fund R6 Class American Century · Mutual fund | $42K | 0.6% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $38K | 0.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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).
The auditor signed off without reservation. This is the cleanest opinion.