Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES4 years Service code 49 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $36,933 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $36,700 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,087 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,252 | $103,024-35.7% | $112,040-40.9% | $79,634-16.8% |
| Participation rate | 87.8% | 80.6%+7.2pp | 76.5%+11.3pp | 62.5%+25.3pp |
| Annual return | 22.51% | 17.60%+4.9pp | 24.52%-2.0pp | 36.46%-14.0pp |
| Employer contribution / active EE | $2,623 | $3,015-13.0% | $2,954-11.2% | $2,529+3.7% |
| Participant deferral / active EE | $4,033 | $5,233-22.9% | $5,098-20.9% | $3,835+5.2% |
| Admin fee / account holder | $399 | $465-14.1% | $12,098-96.7% | $1,002-60.1% |