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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 | $60,393-22.8% | $81,820-43.0% | $74,429-37.4% |
| Participation rate | 60.6% | 62.9%-2.3pp | 72.4%-11.7pp | 67.2%-6.6pp |
| Annual return | 19.02% | 16.89%+2.1pp | 777.93%-758.9pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $825 | $2,626-68.6% | $2,915-71.7% | $2,625-68.6% |
| Participant deferral / active EE | $2,518 | $3,397-25.9% | $4,323-41.8% | $4,348-42.1% |
| Admin fee / account holder | $30 | $1,491-98.0% | $7,391-99.6% | $1,944-98.5% |