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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $64,379 |
MMA SECURITIES LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $35,622 |
NOVA 401(K) ASSOCIATES2+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,792 | $101,539-46.0% | $147,041-62.7% | $74,400-26.4% |
| Participation rate | 47.4% | 75.5%-28.2pp | 82.2%-34.8pp | 67.2%-19.8pp |
| Annual return | 20.54% | 8740.84%-8720.3pp | 419.21%-398.7pp | 1367.51%-1347.0pp |
| Employer contribution / active EE | $2,618 | $3,811-31.3% | $4,935-46.9% | $2,624-0.2% |
| Participant deferral / active EE | $6,270 | $7,304-14.2% | $8,071-22.3% | $4,348+44.2% |
| Admin fee / account holder | $324 | $1,749-81.5% | $13,006-97.5% | $1,944-83.3% |