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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $81,649 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,850 |
NOVA 401(K) ASSOCIATES7 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $18,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,394 | $71,142+38.3% | $119,634-17.8% | $64,824+51.8% |
| Participation rate | 71.9% | 78.6%-6.7pp | 79.3%-7.4pp | 71.5%+0.4pp |
| Annual return | -16.23% | -10.01%-6.2pp | -14.98%-1.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $3,082 | $2,497+23.4% | $4,232-27.2% | $2,507+22.9% |
| Participant deferral / active EE | $6,684 | $4,490+48.9% | $5,601+19.3% | $4,311+55.0% |
| Admin fee / account holder | $61 | $162-62.6% | $10,329-99.4% | $188-67.7% |