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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC8 years Service code 72 111 CENTER ST · LITTLE ROCK, AR 72201 | Other investment fees and expenses | $25,713 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $5,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,251 | $47,105+25.8% | $68,368-13.3% | $67,986-12.8% |
| Participation rate | 59.5% | 51.8%+7.7pp | 73.8%-14.3pp | 57.2%+2.3pp |
| Annual return | 13.48% | 48.37%-34.9pp | 292.57%-279.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $779 | $1,859-58.1% | $2,649-70.6% | $2,019-61.4% |
| Participant deferral / active EE | $2,627 | $2,374+10.7% | $4,123-36.3% | $3,358-21.8% |
| Admin fee / account holder | $54 | $2,435-97.8% | $5,150-99.0% | $3,203-98.3% |