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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $797,838 |
NOVA 401(K) ASSOCIATES7+ years Service code 13 · EIN 20-1181458 | Contract Administrator | $22,204 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,463 | $82,274+33.0% | $152,466-28.2% | $79,386+37.9% |
| Participation rate | 98.9% | 76.4%+22.5pp | 78.2%+20.7pp | 70.7%+28.2pp |
| Annual return | 15.11% | 7959.84%-7944.7pp | 757.33%-742.2pp | 116.85%-101.7pp |
| Employer contribution / active EE | $16,839 | $3,613+366.1% | $4,327+289.2% | $2,427+593.7% |
| Participant deferral / active EE | $8,586 | $4,969+72.8% | $5,820+47.5% | $4,046+112.2% |
| Admin fee / account holder | $29 | $632-95.5% | $15,805-99.8% | $626-95.4% |