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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY · AUSTIN, TX 78735 | Advisory (Plan) | $13,596 |
NOVA 401(K) ASSOCIATES6 years Service code 13 · EIN 20-1181458 | Contract Administrator | $12,863 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,499 | $79,181-40.0% | $102,423-53.6% | $74,429-36.2% |
| Participation rate | 72.6% | 74.8%-2.2pp | 76.5%-3.9pp | 67.2%+5.4pp |
| Annual return | 11.76% | 54.97%-43.2pp | 29.42%-17.7pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $905 | $2,362-61.7% | $3,023-70.1% | $2,625-65.5% |
| Participant deferral / active EE | $3,540 | $4,416-19.8% | $5,054-30.0% | $4,348-18.6% |
| Admin fee / account holder | $295 | $2,002-85.3% | $9,455-96.9% | $1,944-84.8% |