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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $31,110 |
NOVA 401(K) ASSOCIATES5 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $12,080 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,476 | $99,957-21.5% | $149,696-47.6% | $73,488+6.8% |
| Participation rate | 40.5% | 75.7%-35.2pp | 82.5%-42.0pp | 70.7%-30.2pp |
| Annual return | 13.02% | 53.87%-40.8pp | 276.60%-263.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,819 | $3,191-43.0% | $4,644-60.8% | $2,270-19.9% |
| Participant deferral / active EE | $3,858 | $6,073-36.5% | $6,842-43.6% | $3,740+3.2% |
| Admin fee / account holder | $83 | $551-84.9% | $9,309-99.1% | $513-83.8% |