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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $57,593 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,884 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $11,719 |
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 | $223,701 | $55,446+303.5% | $155,574+43.8% | $74,429+200.6% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 12.01% | 269.20%-257.2pp | 64.87%-52.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $8,611 | $2,266+280.0% | $4,676+84.2% | $2,625+228.0% |
| Participant deferral / active EE | $5,529 | $2,836+95.0% | $5,629-1.8% | $4,348+27.2% |
| Admin fee / account holder | $589 | $1,743-66.2% | $15,914-96.3% | $1,944-69.7% |