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| Provider | Service type | Compensation |
|---|---|---|
ASHTON THOMAS PRIVATE WEALTH5 years Filed as: ASHTON THOMAS PRIVATE WEALTH LLC Service code 27 · EIN 27-2399928 | Advisory (Plan) | $54,528 |
NOVA 401(K) ASSOCIATES5 years Filed as: NOVA 401(K) ASSOCIATES, INC. Service code 17 · EIN 20-1181458 | Pension Consulting | $11,788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,040 | $88,203-8.1% | $165,100-50.9% | $74,478+8.8% |
| Participation rate | 93.1% | 73.1%+19.9pp | 78.6%+14.5pp | 67.2%+25.9pp |
| Annual return | 14.53% | 17.13%-2.6pp | 70.21%-55.7pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $4,759 | $2,601+83.0% | $4,348+9.5% | $2,626+81.2% |
| Participant deferral / active EE | $10,125 | $4,505+124.8% | $6,035+67.8% | $4,350+132.7% |
| Admin fee / account holder | $405 | $2,235-81.9% | $12,696-96.8% | $1,946-79.2% |