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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,211 |
NOVA 401(K) ASSOCIATES8 years Service code 49 · EIN 20-1181458 | Other Services | $7,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,350 | $106,230-15.9% | $147,080-39.3% | $77,736+14.9% |
| Participation rate | 55.8% | 78.4%-22.6pp | 82.2%-26.4pp | 70.6%-14.8pp |
| Annual return | 23.53% | 56.91%-33.4pp | 420.17%-396.6pp | 31.26%-7.7pp |
| Employer contribution / active EE | $2,435 | $4,072-40.2% | $4,933-50.6% | $2,728-10.7% |
| Participant deferral / active EE | $5,272 | $8,001-34.1% | $8,066-34.6% | $4,651+13.4% |
| Admin fee / account holder | $77 | $338-77.3% | $12,989-99.4% | $433-82.3% |