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| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $29,050 |
STEPHENS INC1 year Filed as: STEPHENS GROUP ASSET Service code 27 100 RIVER BLUFF DR · LITTLE ROCK, AR 72202 | Advisory (Plan) | $19,178 |
M.S. HOWELLS & CO2 years Filed as: M S HOWELLS & CO Service code 49 | Other Services | $5,260 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400 |
M.S. HOWELLS & CO3 years Filed as: M S HOWELL & CO Service code 49 · EIN 86-0988422 | Other Services | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,299 | $93,131-53.5% | $106,548-59.4% | $86,799-50.1% |
| Participation rate | 59.0% | 81.4%-22.5pp | 76.1%-17.2pp | 72.3%-13.3pp |
| Annual return | 14.17% | 19.45%-5.3pp | 26.80%-12.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,811 | $4,708-61.5% | $4,398-58.8% | $4,131-56.2% |
| Admin fee / account holder | $123 | $145-15.2% | $7,407-98.3% | $170-27.5% |