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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS Service code 99 | Other Fees | $25,281 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Other Services | $22,732 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 99 · EIN 13-5570651 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,449 | $62,132+55.2% | $185,835-48.1% | $73,493+31.2% |
| Participation rate | 67.5% | 67.8%-0.3pp | 78.0%-10.5pp | 70.7%-3.2pp |
| Annual return | 16.45% | 20.44%-4.0pp | 35.96%-19.5pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,261 | $1,681+34.5% | $4,087-44.7% | $2,270-0.4% |
| Participant deferral / active EE | $4,251 | $3,711+14.6% | $5,633-24.5% | $3,740+13.7% |
| Admin fee / account holder | $28 | $419-93.3% | $9,502-99.7% | $513-94.5% |