See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $60,083 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,051 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $14,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,272 | $73,867+251.0% | $143,757+80.4% | $68,494+278.5% |
| Participation rate | 98.9% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+31.0pp |
| Annual return | -14.56% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $9,011 | $3,184+183.0% | $4,951+82.0% | $2,596+247.1% |
| Participant deferral / active EE | $6,497 | $3,384+92.0% | $5,637+15.3% | $4,027+61.3% |
| Admin fee / account holder | $670 | $5,755-88.4% | $14,673-95.4% | $5,403-87.6% |