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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE RESEARCH INVESTMENT AD Service code 99 · EIN 20-1665305 | Other Fees | $14,788 |
NOVA 401(K) ASSOCIATES10+ years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $4,751 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,110 | $79,223-21.6% | $102,460-39.4% | $74,478-16.6% |
| Participation rate | 80.1% | 74.8%+5.4pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 10.69% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,951 | $2,363-17.5% | $3,025-35.5% | $2,626-25.7% |
| Participant deferral / active EE | $3,091 | $4,417-30.0% | $5,056-38.9% | $4,350-29.0% |
| Admin fee / account holder | $142 | $2,003-92.9% | $9,460-98.5% | $1,946-92.7% |