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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 17 · EIN 20-1181458 | Pension Consulting | $5,600 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,800 |
PFS INVESTMENTS2 years Filed as: PRIMERICA FINANCIAL SERVICES, INC. Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,815 | $69,305-61.3% | $82,312-67.4% | $69,631-61.5% |
| Participation rate | 71.9% | 80.3%-8.4pp | 76.9%-5.0pp | 70.7%+1.2pp |
| Annual return | 14.97% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $932 | $1,887-50.6% | $2,428-61.6% | $2,032-54.1% |
| Participant deferral / active EE | $1,331 | $3,568-62.7% | $3,706-64.1% | $3,224-58.7% |
| Admin fee / account holder | $16 | $97-83.1% | $5,608-99.7% | $110-85.2% |