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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,867 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $36,005 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $6,729 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $27,384 | $72,658-62.3% | $127,803-78.6% | $67,579-59.5% |
| Participation rate | 93.6% | 80.0%+13.7pp | 79.0%+14.6pp | 71.3%+22.3pp |
| Annual return | 50.39% | 26.49%+23.9pp | 26.14%+24.3pp | 378.56%-328.2pp |
| Employer contribution / active EE | $3,448 | $3,988-13.6% | $4,576-24.7% | $2,148+60.5% |
| Participant deferral / active EE | $4,629 | $5,383-14.0% | $6,023-23.1% | $3,539+30.8% |
| Admin fee / account holder | $114 | $127-10.6% | $9,399-98.8% | $142-20.2% |