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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $11,935 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $10,775 |
IMA WEALTH INC1 year Filed as: TRUENORTH SECURITIES, INC Service code 26 · EIN 48-1233289 | Advisory (Participants) | $8,380 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,222 | $52,293-84.3% | $178,499-95.4% | $73,412-88.8% |
| Participation rate | 78.2% | 65.3%+12.9pp | 81.9%-3.7pp | 72.2%+6.0pp |
| Annual return | 45.82% | 34.75%+11.1pp | 151.10%-105.3pp | 59.30%-13.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,327 | $2,332-0.2% | $5,202-55.3% | $3,806-38.8% |
| Admin fee / account holder | $64 | $127-50.1% | $13,986-99.5% | $158-59.7% |