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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $223,554 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $69,930 |
NOVA 401(K) ASSOCIATES6 years Filed as: NOVA 401K ASSOCIATES Service code 49 | Other Services | $24,314 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $14,734 |
NOVA 401(K) ASSOCIATES8 years Service code 49 · EIN 20-1181458 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,799 | $96,805-17.6% | $153,741-48.1% | $77,762+2.6% |
| Participation rate | 92.6% | 81.6%+11.0pp | 77.1%+15.5pp | 70.6%+22.0pp |
| Annual return | 19.14% | 14.39%+4.8pp | 15.71%+3.4pp | 31.27%-12.1pp |
| Employer contribution / active EE | $5,386 | $5,232+2.9% | $5,042+6.8% | $2,728+97.4% |
| Participant deferral / active EE | $7,614 | $6,601+15.3% | $6,757+12.7% | $4,651+63.7% |
| Admin fee / account holder | $208 | $182+13.9% | $12,749-98.4% | $433-52.1% |