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| Provider | Service type | Compensation |
|---|---|---|
MGO INVESTMENT ADVISORS2 years Filed as: MGO CPA Service code 99 · EIN 33-3000333 | Other Fees | $36,468 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $15,048 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $4,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,119 | $101,653+44.7% | $147,0800% | $74,459+97.6% |
| Participation rate | 35.0% | 75.6%-40.6pp | 82.2%-47.2pp | 67.2%-32.3pp |
| Annual return | 13.96% | 8754.98%-8741.0pp | 420.17%-406.2pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,082 | $7,304-30.4% | $8,066-37.0% | $4,350+16.8% |
| Admin fee / account holder | $167 | $1,752-90.4% | $12,989-98.7% | $1,945-91.4% |