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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Claims processing... | $147,565 |
STEPHENS INC2+ years Filed as: STEPHENS INC. Service code 16 | Consulting | $120,073 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
STEPHENS INC2+ 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 | $50,275 | $37,213+35.1% | $156,551-67.9% | $63,975-21.4% |
| Participation rate | 79.4% | 65.0%+14.4pp | 84.0%-4.6pp | 71.1%+8.3pp |
| Annual return | 6.70% | 47.89%-41.2pp | 32.23%-25.5pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,138 | $1,357-16.1% | $5,501-79.3% | $2,182-47.8% |
| Participant deferral / active EE | $2,909 | $2,070+40.5% | $4,871-40.3% | $3,356-13.3% |
| Admin fee / account holder | $33 | $56-41.2% | $13,028-99.7% | $70-53.0% |