Filed May 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,285 |
NOVA 401(K) ASSOCIATES1+ years Filed as: NOVA ASSOCIATES INC Service code 15 · EIN 02-0118458 | Recordkeeping | $3,112 |
NOVA 401(K) ASSOCIATES1+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,355-100.0% | $109,191-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | -92.22% | 26.05%-118.3pp | 25.76%-118.0pp | 478.94%-571.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $7,976-100.0% | $6,756-100.0% | $12,317-100.0% |