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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $20,544 |
NOVA 401(K) ASSOCIATES3 years Service code 49 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Services | $9,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,684 | $101,672-8.8% | $147,117-37.0% | $74,478+24.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 28.33% | 8757.83%-8729.5pp | 420.54%-392.2pp | 1370.56%-1342.2pp |
| Employer contribution / active EE | $9,291 | $3,813+143.7% | $4,932+88.4% | $2,626+253.8% |
| Participant deferral / active EE | $14,365 | $7,305+96.7% | $8,065+78.1% | $4,350+230.2% |
| Admin fee / account holder | $339 | $1,753-80.6% | $12,993-97.4% | $1,946-82.6% |