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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $53,239 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $9,991 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,759 |
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 | $26,556 | $54,245-51.0% | $93,727-71.7% | $77,762-65.8% |
| Participation rate | 76.3% | 63.9%+12.4pp | 68.7%+7.6pp | 70.6%+5.8pp |
| Annual return | 14.84% | 30.58%-15.7pp | 133.83%-119.0pp | 31.27%-16.4pp |
| Employer contribution / active EE | $593 | $1,168-49.2% | $2,421-75.5% | $2,728-78.3% |
| Participant deferral / active EE | $2,563 | $3,144-18.5% | $4,417-42.0% | $4,651-44.9% |
| Admin fee / account holder | $148 | $575-74.4% | $8,292-98.2% | $433-65.9% |