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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $47,865 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,830 |
NOVA 401(K) ASSOCIATES8+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $6,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,918 | $42,367+17.8% | $79,583-37.3% | $64,824-23.0% |
| Participation rate | 89.6% | 64.7%+24.9pp | 69.5%+20.1pp | 71.5%+18.2pp |
| Annual return | -14.92% | -12.24%-2.7pp | 0.16%-15.1pp | 32.84%-47.8pp |
| Employer contribution / active EE | $1,636 | $1,181+38.6% | $2,414-32.2% | $2,507-34.7% |
| Participant deferral / active EE | $5,685 | $3,168+79.5% | $3,986+42.6% | $4,311+31.9% |
| Admin fee / account holder | $77 | $160-52.0% | $6,835-98.9% | $188-59.2% |