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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $16,689 |
DELTA CAPITAL MANAGEMENT LLC2 years Filed as: DELTA FINANCIAL INSURANCE Service code 55 579 MAIN ST. · BOSTON, MA 01740 | Other Commissions | $14,235 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,328 | $46,464-88.5% | $150,298-96.5% | $79,634-93.3% |
| Participation rate | 80.3% | 57.0%+23.3pp | 77.8%+2.5pp | 62.5%+17.8pp |
| Annual return | 18.76% | 27.89%-9.1pp | 62.79%-44.0pp | 36.46%-17.7pp |
| Employer contribution / active EE | $1,454 | $1,512-3.8% | $4,154-65.0% | $2,529-42.5% |
| Participant deferral / active EE | $1,934 | $2,157-10.3% | $5,453-64.5% | $3,835-49.6% |
| Admin fee / account holder | $95 | $891-89.3% | $14,116-99.3% | $1,002-90.5% |