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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY, STE 440 · HOUSTON, TX 77092 | Contract Administrator | $4,366 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $355 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $338 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,781 | $50,666-43.2% | $76,667-62.5% | $65,186-55.8% |
| Participation rate | 95.1% | 68.8%+26.3pp | 72.1%+23.0pp | 70.2%+24.9pp |
| Annual return | 25.57% | 28.51%-2.9pp | 1166.74%-1141.2pp | 29.39%-3.8pp |
| Employer contribution / active EE | $3,974 | $1,575+152.4% | $2,303+72.6% | $2,177+82.6% |
| Participant deferral / active EE | $2,606 | $2,647-1.6% | $3,336-21.9% | $3,514-25.9% |
| Admin fee / account holder | $5 | $463-98.8% | $6,423-99.9% | $847-99.4% |