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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC2 years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $7,237 |
Service code 61 · EIN 04-2647786 | Finders' fees / placement fees; Recor... | $3,175 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $49,451-59.0% | $79,576-74.5% | $66,930-69.7% |
| Participation rate | 39.9% | 61.3%-21.5pp | 69.5%-29.6pp | 69.8%-30.0pp |
| Annual return | -22.47% | 84.25%-106.7pp | 0.15%-22.6pp | 1.57%-24.0pp |
| Employer contribution / active EE | $583 | $1,266-54.0% | $2,413-75.9% | $2,545-77.1% |
| Participant deferral / active EE | $1,206 | $3,159-61.8% | $3,985-69.7% | $4,238-71.5% |
| Admin fee / account holder | $149 | $595-75.0% | $6,834-97.8% | $593-74.9% |