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| Provider | Service type | Compensation |
|---|---|---|
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,134 |
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 | $11,833 | $76,112-84.5% | $96,544-87.7% | $71,529-83.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 2.41% | 22.80%-20.4pp | 25.88%-23.5pp | 28.97%-26.6pp |
| Employer contribution / active EE | $1,735 | $2,248-22.8% | $2,966-41.5% | $2,590-33.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $122 | $2,708-95.5% | $8,254-98.5% | $1,588-92.3% |