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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $22,477 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $4,168 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $2,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,256 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,084 | $63,442-62.0% | $68,791-65.0% | $66,914-64.0% |
| Participation rate | 81.3% | 60.0%+21.3pp | 69.0%+12.3pp | 69.8%+11.5pp |
| Annual return | -19.11% | -8.29%-10.8pp | -6.38%-12.7pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,432 | $1,775+37.0% | $2,655-8.4% | $2,544-4.4% |
| Participant deferral / active EE | $3,918 | $2,945+33.1% | $3,941-0.6% | $4,237-7.5% |
| Admin fee / account holder | $113 | $577-80.5% | $4,932-97.7% | $593-81.0% |