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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Service code 99 · EIN 13-4071393 | Other Fees | $37,396 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $23,129 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,983 | $73,459+6.2% | $178,528-56.3% | $74,429+4.8% |
| Participation rate | 95.1% | 66.5%+28.6pp | 77.1%+18.0pp | 67.2%+27.9pp |
| Annual return | 11.31% | 17.50%-6.2pp | 27.11%-15.8pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,278-100.0% | $4,348-100.0% |
| Admin fee / account holder | $423 | $1,812-76.6% | $10,419-95.9% | $1,944-78.2% |