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| Provider | Service type | Compensation |
|---|---|---|
NOVUS ADVISORS8+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $20,318 |
SPECIALIZED PLAN ADMINISTRATORS8+ years Service code 15 · EIN 90-0713048 | Recordkeeping | $17,593 |
PENTEGRA SERVICES, INC.3 years Service code 15 · EIN 13-3745616 | Recordkeeping | $5,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $10,765 | $37,393-71.2% | $77,024-86.0% | $66,914-83.9% |
| Participation rate | 49.6% | 52.9%-3.3pp | 67.9%-18.3pp | 69.8%-20.2pp |
| Annual return | -11.47% | -3.29%-8.2pp | 42.32%-53.8pp | 1.58%-13.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $198 | $567-65.0% | $5,425-96.3% | $593-66.6% |