Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $40,647 |
NOVA 401(K) ASSOCIATES6+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $8,473 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,960 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,169 | $54,573-13.6% | $90,970-48.1% | $73,497-35.8% |
| Participation rate | 89.8% | 61.2%+28.6pp | 69.0%+20.7pp | 70.7%+19.1pp |
| Annual return | 9.58% | 16.69%-7.1pp | 134.60%-125.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,397 | $991+40.9% | $2,122-34.1% | $2,270-38.4% |
| Participant deferral / active EE | $4,545 | $2,517+80.6% | $3,373+34.7% | $3,740+21.5% |
| Admin fee / account holder | $85 | $521-83.7% | $5,961-98.6% | $513-83.4% |