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 | Direct payment from the plan; Sales l... | $454,709 |
STEPHENS INC5+ years Filed as: STEPHENS INC. Service code 16 | Consulting | $163,801 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
STEPHENS INC5+ years Filed as: STEPHENS, INC Service code 16 111 CENTER ST. · LITTLE ROCK, AR 77201 | 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 | $74,999 | $47,456+58.0% | $172,757-56.6% | $77,775-3.6% |
| Participation rate | 70.7% | 66.3%+4.4pp | 82.6%-12.0pp | 73.2%-2.5pp |
| Annual return | 19.81% | 35.57%-15.8pp | 803.06%-783.3pp | 32.58%-12.8pp |
| Employer contribution / active EE | $1,238 | $1,574-21.4% | $5,144-75.9% | $2,504-50.6% |
| Participant deferral / active EE | $3,148 | $2,560+23.0% | $5,198-39.4% | $3,966-20.6% |
| Admin fee / account holder | $114 | $81+40.9% | $13,956-99.2% | $100+13.8% |