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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,829 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $8,814 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $7,724 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,799 | $52,293-71.7% | $178,498-91.7% | $73,412-79.8% |
| Participation rate | 83.2% | 65.3%+17.8pp | 81.9%+1.2pp | 72.2%+11.0pp |
| Annual return | 6.37% | 34.75%-28.4pp | 151.09%-144.7pp | 59.30%-52.9pp |
| Employer contribution / active EE | $452 | $1,735-74.0% | $5,011-91.0% | $2,234-79.8% |
| Participant deferral / active EE | $2,103 | $2,332-9.8% | $5,202-59.6% | $3,806-44.8% |
| Admin fee / account holder | $135 | $127+6.1% | $13,985-99.0% | $158-14.4% |