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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEPHEN INC. Service code 27 111 CENTER ST · LITTLE ROCK, AR 72201 | Advisory (Plan) | $21,963 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $4,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,628 | $60,504-22.9% | $81,882-43.1% | $74,478-37.4% |
| Participation rate | 60.6% | 62.9%-2.3pp | 72.4%-11.7pp | 67.2%-6.6pp |
| Annual return | 19.02% | 16.91%+2.1pp | 779.47%-760.4pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $825 | $2,627-68.6% | $2,916-71.7% | $2,626-68.6% |
| Participant deferral / active EE | $2,518 | $3,400-25.9% | $4,323-41.8% | $4,350-42.1% |
| Admin fee / account holder | $30 | $1,492-98.0% | $7,360-99.6% | $1,946-98.5% |