Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES8+ years Service code 49 · EIN 20-1181458 | Other Services | $13,085 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,695 |
Filed as: FRIERSON SOLA SIMONTON AND KUTAC Service code 99 · EIN 46-1379281 | Other Fees | $7,725 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,032 | $91,439+26.9% | $135,974-14.7% | $71,511+62.3% |
| Participation rate | 61.7% | 75.7%-13.9pp | 81.9%-20.2pp | 67.9%-6.2pp |
| Annual return | 19.10% | 29.90%-10.8pp | 68.30%-49.2pp | 28.86%-9.8pp |
| Employer contribution / active EE | $2,710 | $3,705-26.8% | $4,859-44.2% | $2,589+4.7% |
| Participant deferral / active EE | $5,337 | $7,093-24.8% | $7,760-31.2% | $4,291+24.4% |
| Admin fee / account holder | $295 | $1,267-76.7% | $10,767-97.3% | $1,588-81.4% |