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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 | $22,105 |
MEIHAUS CPA, PC1 year Service code 10 201 E GRAND AVE #2A · ESCONDIDO, CA 92025 | Accounting | $12,000 |
MMA SECURITIES LLC1 year Service code 99 PO BOX 9497 · NEW YORK, NY 10087 | Other Fees | $10,000 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST · HOUSTON, TX 77092 | Contract Administrator | $5,082 |
Participant contribution per participant 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.
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 | $5,941 | $122,042-95.1% | $184,260-96.8% | $74,459-92.0% |
| Participation rate | 94.3% | 85.5%+8.8pp | 86.8%+7.5pp | 67.2%+27.1pp |
| Annual return | 16.90% | 19.91%-3.0pp | 28.84%-11.9pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $1,864 | $4,537-58.9% | $6,427-71.0% | $2,626-29.0% |
| Participant deferral / active EE | $3,320 | $7,143-53.5% | $9,133-63.6% | $4,350-23.7% |
| Admin fee / account holder | $138 | $1,252-88.9% | $13,898-99.0% | $1,945-92.9% |