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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 17 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $30,440 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $22,747 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $798 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,544 | $46,332-51.3% | $143,799-84.3% | $64,819-65.2% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | -17.28% | -10.05%-7.2pp | -0.04%-17.2pp | 32.84%-50.1pp |
| Employer contribution / active EE | $2,011 | $1,911+5.2% | $4,952-59.4% | $2,507-19.8% |
| Participant deferral / active EE | $4,077 | $2,647+54.0% | $5,638-27.7% | $4,311-5.4% |
| Admin fee / account holder | $20 | $154-87.1% | $14,677-99.9% | $188-89.5% |