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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,256 |
NOVA R WEALTH, INC.2 years Service code 27 · EIN 47-1338855 | Advisory (Plan) | $17,626 |
NOVA R WEALTH, INC.1 year Filed as: NOVA R WEALTH INC Service code 27 | Advisory (Plan) | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,121 | $104,497-67.3% | $159,487-78.6% | $79,389-57.0% |
| Participation rate | 68.6% | 76.6%-8.1pp | 82.8%-14.3pp | 70.7%-2.1pp |
| Annual return | 35.84% | 67.98%-32.1pp | 263.71%-227.9pp | 116.89%-81.1pp |
| Employer contribution / active EE | $2,020 | $3,418-40.9% | $4,831-58.2% | $2,428-16.8% |
| Participant deferral / active EE | $4,287 | $6,468-33.7% | $7,354-41.7% | $4,046+6.0% |
| Admin fee / account holder | $332 | $711-53.3% | $10,804-96.9% | $626-47.0% |