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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES3 years Service code 49 · EIN 20-1181458 | Other Services | $13,068 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,973 | $113,016-46.9% | $103,447-42.0% | $74,429-19.4% |
| Participation rate | 75.8% | 80.8%-5.0pp | 80.5%-4.8pp | 67.2%+8.5pp |
| Annual return | 25.79% | 23.24%+2.6pp | 23.92%+1.9pp | 1368.38%-1342.6pp |
| Employer contribution / active EE | $6,377 | $4,881+30.7% | $4,678+36.3% | $2,625+143.0% |
| Participant deferral / active EE | $12,012 | $7,279+65.0% | $6,624+81.4% | $4,348+176.3% |
| Admin fee / account holder | $108 | $1,709-93.7% | $9,415-98.9% | $1,944-94.4% |