Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $59,493 |
NOVA 401(K) ASSOCIATES3 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $11,365 |
Employer contribution per participant 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 | $18,462 | $99,201-81.4% | $96,544-80.9% | $74,473-75.2% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.0%+19.2pp | 70.7%+24.4pp |
| Annual return | 20.19% | 22.40%-2.2pp | 25.88%-5.7pp | 34.36%-14.2pp |
| Employer contribution / active EE | $900 | $2,570-65.0% | $2,966-69.6% | $2,638-65.9% |
| Participant deferral / active EE | $3,425 | $4,938-30.6% | $4,851-29.4% | $4,530-24.4% |
| Admin fee / account holder | $220 | $225-2.3% | $8,254-97.3% | $347-36.7% |