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| Provider | Service type | Compensation |
|---|---|---|
WORLD EQUITY GROUP INC2+ years Filed as: WORLD EQUITY GROUP Service code 99 · EIN 36-3797444 1650 N ARLINGTON HEIGHTS RD · ARLINGTON HEIGHTS, IL 60004 | Other Fees | $18,933 |
Filed as: PENSIONMARK SECURITIES, LLC Service code 55 · EIN 06-1375177 24 E COTA · SANTA BARBARA, CA 93101 | Other Commissions | $11,673 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 49 | Other Services | $9,269 |
NOVA 401(K) ASSOCIATES1 year Service code 49 · EIN 71-0294708 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,395 | $105,181-58.7% | $159,436-72.8% | $85,850-49.5% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.8%-28.7pp | 69.3%-15.1pp |
| Annual return | 15.01% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,329 | $3,318-59.9% | $4,829-72.5% | $2,565-48.2% |
| Participant deferral / active EE | $2,523 | $5,945-57.6% | $7,352-65.7% | $3,952-36.1% |
| Admin fee / account holder | $181 | $6,933-97.4% | $10,799-98.3% | $6,260-97.1% |