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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 15 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Recordkeeping | $5,805 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P. O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $2,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,229 | $97,954-62.0% | $115,170-67.7% | $77,775-52.1% |
| Participation rate | 8.3% | 52.3%-44.0pp | 75.9%-67.6pp | 73.2%-64.9pp |
| Annual return | 19.81% | 23.95%-4.1pp | 35.60%-15.8pp | 32.58%-12.8pp |
| Employer contribution / active EE | $0 | $927-100.0% | $3,179-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $395 | $1,655-76.1% | $4,169-90.5% | $3,966-90.0% |
| Admin fee / account holder | $33 | $347-90.5% | $7,089-99.5% | $100-67.0% |