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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES4 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $6,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,058 | $117,025-53.8% | $91,541-40.9% | $85,563-36.8% |
| Participation rate | 52.3% | 64.2%-12.0pp | 69.8%-17.5pp | 66.0%-13.7pp |
| Annual return | 13.52% | 18.02%-4.5pp | 20.50%-7.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,388 | $2,120-34.6% | $2,505-44.6% | $2,654-47.7% |
| Participant deferral / active EE | $2,476 | $3,446-28.2% | $4,008-38.2% | $4,375-43.4% |
| Admin fee / account holder | $323 | $1,242-74.0% | $6,956-95.4% | $834-61.3% |