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) ASSOCIATES4+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Contract Administrator | $6,124 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,273 |
Filed as: PURSHE KAPLAN STERLING INV INC Service code 55 | Other Commissions | $5,016 |
MERRIL LYNCH4+ years Filed as: MERILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $1,612 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,113 | $89,652-11.8% | $141,177-44.0% | $65,185+21.4% |
| Participation rate | 57.0% | 74.7%-17.7pp | 82.5%-25.5pp | 70.2%-13.2pp |
| Annual return | 17.11% | 32.79%-15.7pp | 71.40%-54.3pp | 29.38%-12.3pp |
| Employer contribution / active EE | $2,126 | $3,065-30.6% | $4,736-55.1% | $2,177-2.3% |
| Participant deferral / active EE | $4,992 | $5,691-12.3% | $6,710-25.6% | $3,514+42.1% |
| Admin fee / account holder | $65 | $569-88.6% | $10,263-99.4% | $847-92.4% |