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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,245 |
Filed as: AXA ADVISORS Service code 99 · EIN 13-4078005 | Other Fees | $6,254 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $5,053 |
Filed as: VOYA RETIREMENT INSUR AND ANN CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,612 | $65,592+3.1% | $90,161-25.0% | $69,631-2.9% |
| Participation rate | 51.0% | 77.6%-26.6pp | 76.9%-25.9pp | 70.7%-19.7pp |
| Annual return | 25.28% | 57.10%-31.8pp | 34.89%-9.6pp | 27571.02%-27545.7pp |
| Employer contribution / active EE | $1,993 | $2,193-9.1% | $3,318-39.9% | $2,032-1.9% |
| Participant deferral / active EE | $2,955 | $5,257-43.8% | $5,287-44.1% | $3,224-8.3% |
| Admin fee / account holder | $95 | $86+10.9% | $5,943-98.4% | $110-14.0% |