Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $28,510 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,595 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $204 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,436 | $78,607+8.7% | $105,624-19.1% | $74,478+14.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 20.35% | 15.96%+4.4pp | 116.20%-95.9pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $3,312 | $2,523+31.3% | $3,168+4.6% | $2,626+26.1% |
| Participant deferral / active EE | $6,253 | $4,325+44.6% | $5,013+24.8% | $4,350+43.7% |
| Admin fee / account holder | $46 | $2,220-97.9% | $10,961-99.6% | $1,946-97.6% |