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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,164 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,850 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $3,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,827 | $30,437-31.6% | $56,033-62.8% | $74,459-72.0% |
| Participation rate | 57.9% | 32.9%+25.1pp | 52.5%+5.4pp | 67.2%-9.3pp |
| Annual return | 31.97% | 24.96%+7.0pp | 1711.38%-1679.4pp | 1369.70%-1337.7pp |
| Employer contribution / active EE | $1,354 | $610+122.0% | $1,041+30.1% | $2,626-48.4% |
| Participant deferral / active EE | $1,934 | $1,176+64.5% | $1,954-1.0% | $4,350-55.5% |
| Admin fee / account holder | $198 | $2,363-91.6% | $2,827-93.0% | $1,945-89.8% |