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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $8,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590085 | Indirect Investment Fees | $6,270 |
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 | $22,754 | $58,895-61.4% | $178,503-87.3% | $73,497-69.0% |
| Participation rate | 95.1% | 66.2%+28.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 12.24% | 24.86%-12.6pp | 151.12%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,759 | $2,236-21.3% | $5,011-64.9% | $2,270-22.5% |
| Participant deferral / active EE | $2,021 | $2,567-21.3% | $5,202-61.2% | $3,740-46.0% |
| Admin fee / account holder | $18 | $400-95.6% | $13,987-99.9% | $513-96.5% |