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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $16,316 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $15,987 |
METZ & ASSOCIATES PLLC1 year Filed as: METZ ASSOCIATES PLLC Service code 99 · EIN 46-4558541 | Other Fees | $12,759 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICE Service code 99 · EIN 46-2919997 | Other Fees | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,172 | $101,653-69.3% | $147,080-78.8% | $74,459-58.1% |
| Participation rate | 53.5% | 75.6%-22.1pp | 82.2%-28.7pp | 67.2%-13.7pp |
| Annual return | 8.40% | 8754.98%-8746.6pp | 420.17%-411.8pp | 1369.70%-1361.3pp |
| Employer contribution / active EE | $1,444 | $3,813-62.1% | $4,933-70.7% | $2,626-45.0% |
| Participant deferral / active EE | $3,087 | $7,304-57.7% | $8,066-61.7% | $4,350-29.0% |
| Admin fee / account holder | $460 | $1,752-73.7% | $12,989-96.5% | $1,945-76.4% |