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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 49 | Other Services | $6,513 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $616 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSCOIATES Service code 17 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,595 | $54,355+75.9% | $82,744+15.5% | $68,486+39.6% |
| Participation rate | 51.7% | 63.9%-12.3pp | 72.6%-20.9pp | 67.9%-16.2pp |
| Annual return | -16.73% | -13.67%-3.1pp | 702.22%-718.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,837 | $3,246+79.8% | $4,395+32.8% | $4,028+44.9% |
| Admin fee / account holder | $421 | $4,397-90.4% | $5,325-92.1% | $5,404-92.2% |