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| Provider | Service type | Compensation |
|---|---|---|
ASHTON THOMAS PRIVATE WEALTH3 years Filed as: ASHTON THOMAS PRIVATE WEALTH LLC Service code 27 · EIN 27-2399928 | Advisory (Plan) | $35,879 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401(K) ASSOCIATES, INC. Service code 17 · EIN 20-1181458 | Pension Consulting | $10,249 |
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 | $51,459 | $86,655-40.6% | $119,608-57.0% | $66,930-23.1% |
| Participation rate | 91.8% | 75.6%+16.3pp | 79.3%+12.6pp | 69.8%+22.0pp |
| Annual return | 1.14% | -8.00%+9.1pp | -14.98%+16.1pp | 1.57%-0.4pp |
| Employer contribution / active EE | $4,493 | $2,536+77.2% | $4,232+6.2% | $2,545+76.6% |
| Participant deferral / active EE | $9,479 | $4,358+117.5% | $5,601+69.2% | $4,238+123.7% |
| Admin fee / account holder | $415 | $755-45.0% | $10,326-96.0% | $593-30.0% |