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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $44,985 |
Filed as: INNOVATIVE PARTNERS LLC Service code 55 | Other Commissions | $9,421 |
PRICEKUBECKA PLLC1 year Service code 10 | Accounting | $9,000 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $4,686 |
W & R INSURANCE AGENCY1 year Filed as: INSURANCE AGENCY BOWEN, MICLETTE Service code 27 | Advisory (Plan) | $4,424 |
INNOVATION PARTNERS LLC4+ years Filed as: INNOVATION PARTNERS, LLC Service code 55 5950 FAIRVIEW RD STE 806 · CHARLOTTE, NC 28210 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,093 | $54,757+79.1% | $90,304+8.6% | $72,975+34.4% |
| Participation rate | 56.9% | 65.2%-8.2pp | 73.3%-16.3pp | 69.5%-12.5pp |
| Annual return | 18.88% | 30.63%-11.8pp | 78.13%-59.3pp | 81.01%-62.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,355 | $2,887+50.9% | $3,885+12.1% | $3,608+20.7% |
| Admin fee / account holder | $855 | $3,973-78.5% | $5,354-84.0% | $5,124-83.3% |