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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $56,071 |
NOVA 401(K) ASSOCIATES2 years Service code 15 · EIN 20-1181458 | Recordkeeping | $30,703 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918990 | Accounting | $14,095 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 | Recordkeeping | $1,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,834 | $73,404-47.1% | $87,103-55.4% | $67,582-42.5% |
| Participation rate | 56.5% | 80.9%-24.4pp | 76.9%-20.4pp | 71.3%-14.8pp |
| Annual return | 18.18% | 48.29%-30.1pp | 28.19%-10.0pp | 378.57%-360.4pp |
| Employer contribution / active EE | $1,005 | $2,014-50.1% | $2,521-60.2% | $2,148-53.2% |
| Participant deferral / active EE | $1,636 | $3,913-58.2% | $4,049-59.6% | $3,539-53.8% |
| Admin fee / account holder | $262 | $142+85.1% | $7,491-96.5% | $142+84.2% |