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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1+ years Service code 13 | Contract Administrator | $1,570 |
Service code 64 | Recordkeeping Fees | $907 |
Filed as: ADVISED ASSET GROUP Service code 28 | Investment Management | $521 |
SAGEPOINT FINANCIAL INC1+ years Filed as: FSC SECURITIES CORPORATION Service code 55 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,713 | $31,109-94.5% | $67,704-97.5% | $52,331-96.7% |
| Participation rate | 82.0% | 54.0%+28.0pp | 67.5%+14.5pp | 68.1%+13.9pp |
| Annual return | 0.00% | 23.70%-23.7pp | 25.41%-25.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $464 | $1,076-56.9% | $2,559-81.9% | $1,882-75.4% |
| Participant deferral / active EE | $137 | $1,970-93.1% | $3,585-96.2% | $3,022-95.5% |
| Admin fee / account holder | $18 | $466-96.1% | $4,255-99.6% | $592-97.0% |