Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,653-46.1% | $147,080-62.7% | $74,459-26.4% |
| Participation rate | 47.4% | 75.6%-28.2pp | 82.2%-34.8pp | 67.2%-19.9pp |
| Annual return | 20.54% | 8754.98%-8734.4pp | 420.17%-399.6pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $2,618 | $3,813-31.3% | $4,933-46.9% | $2,626-0.3% |
| Participant deferral / active EE | $6,270 | $7,304-14.2% | $8,066-22.3% | $4,350+44.2% |
| Admin fee / account holder | $324 | $1,752-81.5% | $12,989-97.5% | $1,945-83.3% |