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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 | $101,539-8.7% | $147,041-37.0% | $74,400+24.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 28.33% | 8740.84%-8712.5pp | 419.21%-390.9pp | 1367.51%-1339.2pp |
| Employer contribution / active EE | $9,291 | $3,811+143.8% | $4,935+88.3% | $2,624+254.0% |
| Participant deferral / active EE | $14,365 | $7,304+96.7% | $8,071+78.0% | $4,348+230.4% |
| Admin fee / account holder | $339 | $1,749-80.6% | $13,006-97.4% | $1,944-82.5% |