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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,112 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,507 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,654 | $102,429-15.4% | $147,096-41.1% | $80,925+7.1% |
| Participation rate | 88.8% | 75.9%+12.9pp | 82.2%+6.6pp | 67.7%+21.1pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $8,457 | $3,716+127.6% | $4,936+71.3% | $2,756+206.8% |
| Participant deferral / active EE | $23,450 | $6,649+252.7% | $8,071+190.5% | $4,299+445.5% |
| Admin fee / account holder | $151 | $7,957-98.1% | $13,005-98.8% | $6,940-97.8% |