Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $34,338 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Services | $7,948 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,028 | $84,493-36.1% | $125,381-56.9% | $66,938-19.3% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.8pp | 69.8%+29.3pp |
| Annual return | -23.45% | -8.49%-15.0pp | 572.31%-595.8pp | 1.58%-25.0pp |
| Employer contribution / active EE | $5,943 | $3,554+67.2% | $4,815+23.4% | $2,545+133.5% |
| Participant deferral / active EE | $10,922 | $6,783+61.0% | $7,448+46.7% | $4,238+157.7% |
| Admin fee / account holder | $345 | $685-49.6% | $10,007-96.6% | $594-41.8% |