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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASHTON THOMAS PRIVATE WEALTH LLC Service code 27 · EIN 27-2399928 | Advisory (Plan) | $27,794 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES, INC. Service code 17 · EIN 20-1181458 | Pension Consulting | $16,170 |
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 | $51,903 | $81,474-36.3% | $133,971-61.3% | $73,493-29.4% |
| Participation rate | 87.6% | 76.4%+11.2pp | 79.8%+7.8pp | 70.7%+16.9pp |
| Annual return | 170.67% | 19.40%+151.3pp | 45.09%+125.6pp | 28.51%+142.2pp |
| Employer contribution / active EE | $5,015 | $2,209+127.0% | $3,919+28.0% | $2,270+120.9% |
| Participant deferral / active EE | $10,896 | $3,786+187.8% | $5,047+115.9% | $3,740+191.3% |
| Admin fee / account holder | $407 | $713-42.9% | $8,929-95.4% | $513-20.6% |