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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 45307 | Contract Administrator | $519,450 |
Filed as: CETERA INVESTMENT ADVISERS, LLC Service code 13 · EIN 36-3258176 | Contract Administrator | $23,662 |
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,755 | $55,437+107.0% | $155,534-26.2% | $74,459+54.1% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 20.70% | 269.58%-248.9pp | 64.92%-44.2pp | 1369.70%-1349.0pp |
| Employer contribution / active EE | $5,113 | $2,266+125.6% | $4,675+9.4% | $2,626+94.7% |
| Participant deferral / active EE | $6,064 | $2,837+113.7% | $5,630+7.7% | $4,350+39.4% |
| Admin fee / account holder | $20 | $1,742-98.9% | $15,900-99.9% | $1,945-99.0% |