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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $76,266 |
NOVA 401(K) ASSOCIATES4 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $14,724 |
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 | $22,371 | $89,123-74.9% | $102,460-78.2% | $77,762-71.2% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 12.65% | 25.05%-12.4pp | 29.47%-16.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $1,074 | $2,700-60.2% | $3,025-64.5% | $2,728-60.6% |
| Participant deferral / active EE | $3,643 | $5,148-29.2% | $5,056-28.0% | $4,651-21.7% |
| Admin fee / account holder | $248 | $236+5.1% | $9,460-97.4% | $433-42.7% |