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| Provider | Service type | Compensation |
|---|---|---|
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $29,329 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,106 | $79,181-82.2% | $102,423-86.2% | $74,429-81.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 2.71% | 54.97%-52.3pp | 29.42%-26.7pp | 1368.38%-1365.7pp |
| Employer contribution / active EE | $1,831 | $2,362-22.5% | $3,023-39.4% | $2,625-30.2% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $190 | $2,002-90.5% | $9,455-98.0% | $1,944-90.2% |