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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0472300 PO BOX 7877 · FT. WAYNE, IN 46802 | Recordkeeping | $37,512 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON, LARSON ALLEN LLP Service code 10 · EIN 41-0746749 PO BOX 679334 · DALLAS, TX 75267 | Accounting | $9,000 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 70 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Consulting Fees | $8,486 |
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 | $32,294 | $58,726-45.0% | $92,239-65.0% | $62,293-48.2% |
| Participation rate | 81.8% | 68.3%+13.4pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 17.92% | 43.62%-25.7pp | 176.29%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $610 | $2,392-74.5% | $3,680-83.4% | $2,042-70.1% |
| Participant deferral / active EE | $4,317 | $2,766+56.1% | $3,897+10.8% | $3,169+36.2% |
| Admin fee / account holder | $202 | $556-63.7% | $5,194-96.1% | $479-57.9% |