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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES9 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $5,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,393 | $106,264-30.9% | $147,117-50.1% | $77,762-5.6% |
| Participation rate | 35.2% | 78.4%-43.2pp | 82.2%-47.0pp | 70.6%-35.4pp |
| Annual return | 18.94% | 56.94%-38.0pp | 420.54%-401.6pp | 31.27%-12.3pp |
| Employer contribution / active EE | $1,725 | $4,074-57.7% | $4,932-65.0% | $2,728-36.8% |
| Participant deferral / active EE | $3,274 | $8,003-59.1% | $8,065-59.4% | $4,651-29.6% |
| Admin fee / account holder | $71 | $334-78.8% | $12,993-99.5% | $433-83.6% |