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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC8 years Filed as: STEPHENS INC. Service code 26 · EIN 71-0641478 | Advisory (Participants) | $43,690 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $21,015 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,953 | $72,994+34.2% | $120,354-18.6% | $77,643+26.2% |
| Participation rate | 46.0% | 55.2%-9.2pp | 71.9%-25.9pp | 70.6%-24.5pp |
| Annual return | 12.62% | 18.23%-5.6pp | 107.15%-94.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,041 | $1,793+13.8% | $3,463-41.1% | $2,726-25.1% |
| Participant deferral / active EE | $2,982 | $3,011-1.0% | $4,991-40.3% | $4,647-35.8% |
| Admin fee / account holder | $659 | $658+0.1% | $9,423-93.0% | $430+53.0% |