Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $64,987 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $14,046 |
NOVA 401(K) ASSOCIATES8+ years Service code 17 | Pension Consulting | $12,696 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $5,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,630 | $84,493+4.9% | $125,381-29.3% | $66,938+32.4% |
| Participation rate | 97.8% | 76.4%+21.4pp | 82.4%+15.4pp | 69.8%+28.0pp |
| Annual return | -14.37% | -8.49%-5.9pp | 572.31%-586.7pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,321 | $3,554-34.7% | $4,815-51.8% | $2,545-8.8% |
| Participant deferral / active EE | $6,439 | $6,783-5.1% | $7,448-13.5% | $4,238+51.9% |
| Admin fee / account holder | $321 | $685-53.2% | $10,007-96.8% | $594-45.9% |