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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES5 years Service code 13 · EIN 20-1181458 | Contract Administrator | $27,294 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $832,572 | $50,815+1538.4% | $155,509+435.4% | $77,643+972.3% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 10.11% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,492 | $1,993-25.1% | $4,672-68.1% | $2,726-45.3% |
| Participant deferral / active EE | $2,042 | $2,822-27.6% | $5,626-63.7% | $4,647-56.1% |
| Admin fee / account holder | $1,626 | $437+272.5% | $15,912-89.8% | $430+277.9% |