Filed July 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC4 years Filed as: AGH Service code 99 · EIN 22-2000222 | Other Fees | $7,000 |
NOVA 401(K) ASSOCIATES5+ years Filed as: NOVA 401K ASSOCIATES Service code 99 · EIN 27-1044816 | Other Fees | $6,566 |
NOVA 401(K) ASSOCIATES1 year Service code 99 | Other Fees | $4,157 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,937 | $82,163-67.2% | $125,363-78.5% | $64,814-58.4% |
| Participation rate | 53.9% | 77.9%-24.0pp | 82.4%-28.5pp | 71.5%-17.6pp |
| Annual return | -11.72% | 3.49%-15.2pp | 572.15%-583.9pp | 32.84%-44.6pp |
| Employer contribution / active EE | $287 | $3,616-92.1% | $4,815-94.0% | $2,507-88.5% |
| Participant deferral / active EE | $2,185 | $7,175-69.5% | $7,447-70.7% | $4,310-49.3% |
| Admin fee / account holder | $263 | $163+61.1% | $10,005-97.4% | $188+40.0% |