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| 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 | $78,562+8.8% | $105,608-19.1% | $74,429+14.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 20.35% | 15.94%+4.4pp | 116.50%-96.2pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $3,312 | $2,521+31.4% | $3,167+4.6% | $2,625+26.2% |
| Participant deferral / active EE | $6,253 | $4,321+44.7% | $5,010+24.8% | $4,348+43.8% |
| Admin fee / account holder | $46 | $2,217-97.9% | $11,028-99.6% | $1,944-97.6% |