Filed August 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $43,421 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,484 | $88,186+97.9% | $165,071+5.7% | $74,459+134.3% |
| Participation rate | 63.9% | 73.1%-9.2pp | 78.6%-14.7pp | 67.2%-3.3pp |
| Annual return | 20.59% | 17.13%+3.5pp | 70.17%-49.6pp | 1369.70%-1349.1pp |
| Employer contribution / active EE | $3,407 | $2,600+31.0% | $4,347-21.6% | $2,626+29.7% |
| Participant deferral / active EE | $5,161 | $4,505+14.6% | $6,035-14.5% | $4,350+18.7% |
| Admin fee / account holder | $945 | $2,234-57.7% | $12,695-92.6% | $1,945-51.4% |