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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $23,252 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,636 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,007 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,915 | $52,293-77.2% | $178,498-93.3% | $73,412-83.8% |
| Participation rate | 92.8% | 65.3%+27.4pp | 81.9%+10.8pp | 72.2%+20.6pp |
| Annual return | 6.26% | 34.75%-28.5pp | 151.09%-144.8pp | 59.30%-53.0pp |
| Employer contribution / active EE | $483 | $1,735-72.2% | $5,011-90.4% | $2,234-78.4% |
| Participant deferral / active EE | $2,388 | $2,332+2.4% | $5,202-54.1% | $3,806-37.2% |
| Admin fee / account holder | $117 | $127-8.2% | $13,985-99.2% | $158-25.9% |