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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DLK INVESTMENT MGMT LLC Service code 99 · EIN 26-3614193 | Other Fees | $14,679 |
NOVA 401(K) ASSOCIATES3 years Service code 49 | Other Services | $2,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,560 | $50,902-38.0% | $155,534-79.7% | $77,736-59.4% |
| Participation rate | 44.9% | 63.1%-18.2pp | 78.2%-33.3pp | 70.6%-25.7pp |
| Annual return | 29.26% | 34.85%-5.6pp | 64.92%-35.7pp | 31.26%-2.0pp |
| Employer contribution / active EE | $1,078 | $1,991-45.9% | $4,675-76.9% | $2,728-60.5% |
| Participant deferral / active EE | $1,872 | $2,824-33.7% | $5,630-66.8% | $4,651-59.8% |
| Admin fee / account holder | $43 | $437-90.1% | $15,900-99.7% | $433-90.0% |