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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 320 WEST 57TH ST. · NEW YORK, NY 10019 | Advisory (Plan) | $12,000 |
Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $7,519 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $523 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES, LP Service code 13 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Contract Administrator | $0 |
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 | $44,273 | $85,169-48.0% | $172,755-74.4% | $72,983-39.3% |
| Participation rate | 83.7% | 70.1%+13.6pp | 82.6%+1.0pp | 69.5%+14.2pp |
| Annual return | 22.45% | 27.32%-4.9pp | 802.94%-780.5pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,226 | $3,324-63.1% | $5,144-76.2% | $2,440-49.8% |
| Participant deferral / active EE | $3,133 | $3,260-3.9% | $5,198-39.7% | $3,608-13.2% |
| Admin fee / account holder | $152 | $5,880-97.4% | $13,955-98.9% | $5,124-97.0% |