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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,659 |
LPL FINANCIAL2 years Service code 22 | Insurance Broker | $5,976 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401 (K) ASSOCIATES Service code 15 · EIN 20-1181458 | Recordkeeping | $3,435 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,245 | $38,365-86.3% | $84,637-93.8% | $65,186-92.0% |
| Participation rate | 81.7% | 55.7%+26.1pp | 68.2%+13.5pp | 70.2%+11.5pp |
| Annual return | 19.52% | 32.00%-12.5pp | 258.82%-239.3pp | 29.39%-9.9pp |
| Employer contribution / active EE | $158 | $1,258-87.4% | $2,653-94.0% | $2,177-92.7% |
| Participant deferral / active EE | $1,169 | $2,278-48.7% | $3,900-70.0% | $3,514-66.7% |
| Admin fee / account holder | $59 | $451-86.9% | $4,914-98.8% | $847-93.0% |