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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2+ years Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $24,802 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IN 50392 | Contract Administrator | $12,610 |
NOVA 401(K) ASSOCIATES2+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $7,683 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,098 | $71,666+3.4% | $117,854-37.1% | $69,631+6.4% |
| Participation rate | 84.6% | 77.5%+7.0pp | 79.7%+4.9pp | 70.7%+13.9pp |
| Annual return | 17.84% | 18.86%-1.0pp | 335.08%-317.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $3,183 | $1,889+68.5% | $3,786-15.9% | $2,032+56.6% |
| Participant deferral / active EE | $6,527 | $3,340+95.4% | $4,482+45.6% | $3,224+102.5% |
| Admin fee / account holder | $46 | $120-61.5% | $8,020-99.4% | $110-58.1% |