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| Provider | Service type | Compensation |
|---|---|---|
NOVUS ADVISORS6+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $27,173 |
SPECIALIZED PLAN ADMINISTRATORS6+ years Service code 15 · EIN 90-0713048 | Recordkeeping | $23,550 |
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 | Recordkeeping | $6,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,917 | $39,948-72.7% | $89,391-87.8% | $73,409-85.1% |
| Participation rate | 52.4% | 50.4%+2.0pp | 68.0%-15.6pp | 72.2%-19.8pp |
| Annual return | 4.86% | 50.12%-45.3pp | 245.62%-240.8pp | 59.29%-54.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $198 | $134+47.3% | $4,881-96.0% | $158+25.2% |