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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC1 year Service code 22 · EIN 71-0641478 | Insurance Broker | $7,270 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,259 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
RETIREMENT STRATEGIES, INC.3+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $0 |
STEPHENS INSURANCE LLC3+ years Service code 22 · EIN 20-5068534 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,390 | $71,192+28.4% | $117,861-22.5% | $62,293+46.7% |
| Participation rate | 67.2% | 74.2%-7.0pp | 79.7%-12.4pp | 69.5%-2.3pp |
| Annual return | 14.80% | 18.66%-3.9pp | 335.11%-320.3pp | 28.90%-14.1pp |
| Employer contribution / active EE | $932 | $1,934-51.8% | $3,786-75.4% | $2,042-54.4% |
| Participant deferral / active EE | $3,161 | $3,189-0.9% | $4,482-29.5% | $3,169-0.2% |
| Admin fee / account holder | $50 | $587-91.4% | $8,021-99.4% | $479-89.5% |