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 |
|---|---|---|
NOVA 401(K) ASSOCIATES3+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Contract Administrator | $5,899 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,008 |
MERRIL LYNCH3+ years Filed as: MERILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $2,647 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,248 | $73,102-9.4% | $123,552-46.4% | $56,287+17.7% |
| Participation rate | 62.4% | 74.3%-11.9pp | 82.3%-19.9pp | 69.9%-7.5pp |
| Annual return | -5.01% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,382 | $2,977-20.0% | $4,628-48.5% | $2,111+12.8% |
| Participant deferral / active EE | $5,443 | $5,423+0.4% | $6,426-15.3% | $3,350+62.5% |
| Admin fee / account holder | $68 | $554-87.7% | $9,285-99.3% | $521-86.9% |