Filed February 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $55,002 |
STEPHENS INC1+ years Filed as: STEPHENS INC. Service code 16 111 CENTER ST. · LITTLE ROCK, AR 72201 | Consulting | $41,905 |
NATIONAL FINANCIAL SERVICES1+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,265 | $37,117+46.2% | $147,617-63.2% | $55,191-1.7% |
| Participation rate | 53.2% | 63.6%-10.4pp | 84.6%-31.4pp | 69.2%-15.9pp |
| Annual return | 2.05% | 3.44%-1.4pp | 61.98%-59.9pp | 10.78%-8.7pp |
| Employer contribution / active EE | $142 | $1,620-91.2% | $5,564-97.4% | $1,899-92.5% |
| Participant deferral / active EE | $2,172 | $1,985+9.4% | $4,895-55.6% | $3,046-28.7% |
| Admin fee / account holder | $16 | $86-81.3% | $11,612-99.9% | $91-82.3% |