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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 | $106,247-30.9% | $147,096-50.1% | $77,714-5.6% |
| Participation rate | 35.2% | 78.4%-43.2pp | 82.2%-47.0pp | 70.6%-35.4pp |
| Annual return | 18.94% | 56.87%-37.9pp | 419.75%-400.8pp | 31.26%-12.3pp |
| Employer contribution / active EE | $1,725 | $4,069-57.6% | $4,936-65.0% | $2,727-36.7% |
| Participant deferral / active EE | $3,274 | $7,996-59.1% | $8,071-59.4% | $4,649-29.6% |
| Admin fee / account holder | $71 | $338-79.0% | $13,005-99.5% | $433-83.6% |