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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $10,499 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,653 | $82,274-73.7% | $152,473-85.8% | $79,391-72.7% |
| Participation rate | 99.3% | 76.4%+22.9pp | 78.2%+21.1pp | 70.7%+28.6pp |
| Annual return | 8594.02% | 7959.84%+634.2pp | 757.59%+7836.4pp | 116.88%+8477.1pp |
| Employer contribution / active EE | $5,835 | $3,613+61.5% | $4,326+34.9% | $2,428+140.3% |
| Participant deferral / active EE | $8,511 | $4,969+71.3% | $5,817+46.3% | $4,046+110.4% |
| Admin fee / account holder | $41 | $632-93.5% | $15,811-99.7% | $627-93.4% |