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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC9 years Filed as: STEPHENS INC. Service code 26 · EIN 71-0641478 | Advisory (Participants) | $37,067 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,723 | $78,926+102.4% | $136,749+16.8% | $84,808+88.3% |
| Participation rate | 86.2% | 62.2%+24.0pp | 72.1%+14.0pp | 68.3%+17.8pp |
| Annual return | 14.22% | 18.17%-4.0pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,688 | $2,134+119.7% | $3,400+37.9% | $2,631+78.2% |
| Participant deferral / active EE | $6,003 | $3,168+89.5% | $4,692+27.9% | $4,212+42.5% |
| Admin fee / account holder | $700 | $6,369-89.0% | $11,386-93.9% | $7,344-90.5% |