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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 65 · EIN 41-0449260 40 NE LOOP 410 · SAN ANTONIO, TX 78216 | Account Maintenance | $32,049 |
NOVA 401(K) ASSOCIATES2+ years Filed as: NOVA 401K ASSOCIATES Service code 11 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Actuarial | $23,135 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 9.50% | 12.51%-3.0pp | 14.20%-4.7pp | 13.95%-4.4pp |
| Employer contribution / active EE | $6,903 | $17,557-60.7% | $27,968-75.3% | $16,598-58.4% |
| Participant deferral / active EE | $338 | $552-38.7% | $576-41.3% | $511-33.8% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |