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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,829 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 | Contract Administrator | $0 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES, LP Service code 13 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,562 | $72,448-75.8% | $118,746-85.2% | $69,631-74.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.3%+21.7pp | 70.7%+29.3pp |
| Annual return | 18.21% | 19.06%-0.8pp | 24.54%-6.3pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,249 | $3,771-66.9% | $4,193-70.2% | $2,032-38.5% |
| Participant deferral / active EE | $2,105 | $4,943-57.4% | $5,332-60.5% | $3,224-34.7% |
| Admin fee / account holder | $30 | $99-69.4% | $10,720-99.7% | $110-72.6% |