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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 49 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Other Services | $68,229 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IN 50392 | Contract Administrator | $8,231 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $4,611 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $212 |
Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
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 | $56,612 | $107,378-47.3% | $108,582-47.9% | $57,658-1.8% |
| Participation rate | 88.4% | 77.1%+11.3pp | 79.6%+8.8pp | 70.2%+18.2pp |
| Annual return | 7.54% | 12.80%-5.3pp | -51.70%+59.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,953 | $1,782+65.8% | $3,758-21.4% | $1,974+49.6% |
| Participant deferral / active EE | $5,988 | $3,221+85.9% | $4,311+38.9% | $3,061+95.6% |
| Admin fee / account holder | $33 | $108-69.2% | $7,645-99.6% | $95-64.7% |