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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,267 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $30,821 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 | Contract Administrator | $7,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,879 | $100,272-69.2% | $170,043-81.8% | $74,460-58.5% |
| Participation rate | 51.5% | 87.4%-35.9pp | 87.0%-35.5pp | 70.7%-19.3pp |
| Annual return | 27.78% | 66.12%-38.3pp | 53.40%-25.6pp | 34.38%-6.6pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $8,978 | $7,147+25.6% | $10,410-13.8% | $4,530+98.2% |
| Admin fee / account holder | $287 | $235+22.1% | $12,824-97.8% | $348-17.6% |