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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 | $102,382-15.4% | $147,005-41.1% | $80,874+7.1% |
| Participation rate | 88.8% | 75.8%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $8,457 | $3,715+127.7% | $4,934+71.4% | $2,756+206.9% |
| Participant deferral / active EE | $23,450 | $6,646+252.8% | $8,070+190.6% | $4,297+445.7% |
| Admin fee / account holder | $151 | $7,942-98.1% | $13,006-98.8% | $6,935-97.8% |