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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 | $88,087-8.0% | $164,866-50.8% | $74,546+8.7% |
| Participation rate | 93.1% | 73.1%+20.0pp | 78.6%+14.5pp | 67.2%+25.9pp |
| Annual return | 14.53% | 17.27%-2.7pp | 69.97%-55.4pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $4,759 | $2,595+83.4% | $4,343+9.6% | $2,624+81.3% |
| Participant deferral / active EE | $10,125 | $4,499+125.0% | $6,033+67.8% | $4,347+132.9% |
| Admin fee / account holder | $405 | $2,232-81.8% | $12,689-96.8% | $1,944-79.2% |