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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 17 · EIN 20-1181458 | Pension Consulting | $10,320 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,160 |
Service code 99 | Other Fees | $3,819 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,030 | $47,977-79.1% | $154,111-93.5% | $56,287-82.2% |
| Participation rate | 89.9% | 66.2%+23.7pp | 83.0%+6.8pp | 69.9%+20.0pp |
| Annual return | -8.99% | 3.54%-12.5pp | 735.18%-744.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $3 | $2,169-99.9% | $5,298-99.9% | $2,111-99.9% |
| Participant deferral / active EE | $2,094 | $2,392-12.5% | $5,081-58.8% | $3,350-37.5% |
| Admin fee / account holder | $69 | $438-84.2% | $13,411-99.5% | $521-86.7% |