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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 17 · EIN 20-1181458 | Pension Consulting | $29,125 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $19,310 |
CLSRS LLC1 year Service code 27 · EIN 61-1723537 | Advisory (Plan) | $8,403 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,986 | $37,196-94.7% | $154,108-98.7% | $55,725-96.4% |
| Participation rate | 92.9% | 64.1%+28.8pp | 83.0%+9.9pp | 70.9%+22.0pp |
| Annual return | -10.87% | 1319.68%-1330.5pp | 735.21%-746.1pp | 244.93%-255.8pp |
| Employer contribution / active EE | $13 | $1,614-99.2% | $5,298-99.8% | $2,078-99.4% |
| Participant deferral / active EE | $1,593 | $2,068-23.0% | $5,081-68.6% | $3,356-52.5% |
| Admin fee / account holder | $52 | $102-48.5% | $13,411-99.6% | $115-54.5% |