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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,981 |
LPL FINANCIAL3 years Service code 22 | Insurance Broker | $8,552 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401 (K) ASSOCIATES Service code 15 · EIN 20-1181458 | Recordkeeping | $1,728 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
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 | $6,648 | $43,133-84.6% | $89,435-92.6% | $73,497-91.0% |
| Participation rate | 71.9% | 55.0%+16.9pp | 68.0%+3.9pp | 70.7%+1.2pp |
| Annual return | 16.84% | 135.66%-118.8pp | 245.55%-228.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $268 | $1,438-81.4% | $2,587-89.7% | $2,270-88.2% |
| Participant deferral / active EE | $1,657 | $2,445-32.2% | $3,890-57.4% | $3,740-55.7% |
| Admin fee / account holder | $62 | $444-86.1% | $4,884-98.7% | $513-88.0% |