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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Investment... | $80,585 |
STEPHENS INC1 year Filed as: STEPHENS, INC. Service code 17 · EIN 71-0641478 | Pension Consulting | $23,384 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,597 | $44,473-22.2% | $76,523-54.8% | $55,725-37.9% |
| Participation rate | 34.8% | 51.0%-16.1pp | 68.0%-33.2pp | 70.9%-36.0pp |
| Annual return | -4.36% | -2.01%-2.4pp | -0.27%-4.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,437 | $1,988-27.7% | $3,835-62.5% | $3,356-57.2% |
| Admin fee / account holder | $324 | $134+141.5% | $4,848-93.3% | $115+181.2% |