Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,839 |
NOVA 401(K) ASSOCIATES1+ years Filed as: NOVA 401K ASSOCIATES, LP Service code 49 · EIN 20-1181458 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Other Services | $8,600 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $7,764 |
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 | $27,712 | $46,173-40.0% | $170,435-83.7% | $69,631-60.2% |
| Participation rate | 63.2% | 63.9%-0.7pp | 83.6%-20.4pp | 70.7%-7.5pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,351 | $1,610-16.1% | $5,432-75.1% | $2,032-33.5% |
| Participant deferral / active EE | $2,077 | $2,080-0.2% | $4,939-58.0% | $3,224-35.6% |
| Admin fee / account holder | $130 | $116+12.0% | $13,881-99.1% | $110+17.6% |