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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,312 |
NOVA R WEALTH, INC.1 year Service code 27 · EIN 47-1338855 | Advisory (Plan) | $10,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,569 | $99,957-76.4% | $149,745-84.3% | $73,497-67.9% |
| Participation rate | 61.1% | 75.7%-14.6pp | 82.5%-21.3pp | 70.7%-9.5pp |
| Annual return | 36.95% | 53.87%-16.9pp | 276.72%-239.8pp | 28.51%+8.4pp |
| Employer contribution / active EE | $1,532 | $3,191-52.0% | $4,646-67.0% | $2,270-32.5% |
| Participant deferral / active EE | $2,935 | $6,073-51.7% | $6,843-57.1% | $3,740-21.5% |
| Admin fee / account holder | $195 | $551-64.5% | $9,312-97.9% | $513-61.9% |