Filed July 26, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC1+ years Filed as: STEPHENS INC. Service code 16 | Consulting | $157,369 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $155,191 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
STEPHENS INC1+ years Filed as: STEPHENS, INC Service code 16 111 CENTER ST. · LITTLE ROCK, AR 72201 | Consulting | $0 |
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 | $47,055 | $37,039+27.0% | $147,618-68.1% | $59,188-20.5% |
| Participation rate | 82.5% | 63.8%+18.8pp | 84.6%-2.1pp | 69.4%+13.1pp |
| Annual return | 1.25% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.3pp |
| Employer contribution / active EE | $2,236 | $1,353+65.2% | $5,564-59.8% | $2,098+6.6% |
| Participant deferral / active EE | $2,965 | $2,094+41.6% | $4,895-39.4% | $3,265-9.2% |
| Admin fee / account holder | $35 | $60-41.6% | $11,612-99.7% | $92-61.9% |