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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $35,914 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,036 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $2,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,092 | $44,980-50.9% | $85,063-74.0% | $77,692-71.6% |
| Participation rate | 38.9% | 48.6%-9.8pp | 67.5%-28.6pp | 70.6%-31.7pp |
| Annual return | 78.38% | 79.13%-0.8pp | 66.54%+11.8pp | 31.25%+47.1pp |
| Employer contribution / active EE | $1,301 | $1,607-19.1% | $2,727-52.3% | $2,726-52.3% |
| Participant deferral / active EE | $2,147 | $2,804-23.4% | $4,523-52.5% | $4,648-53.8% |
| Admin fee / account holder | $270 | $911-70.3% | $6,155-95.6% | $431-37.2% |