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 | Participant loan processing; Sharehol... | $540,899 |
STEPHENS INC6+ years Filed as: STEPHENS INC. Service code 16 | Consulting | $187,372 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
STEPHENS INC6+ 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 | $82,197 | $56,095+46.5% | $178,510-54.0% | $90,274-8.9% |
| Participation rate | 75.7% | 65.6%+10.1pp | 81.9%-6.3pp | 73.4%+2.3pp |
| Annual return | 16.14% | 28.81%-12.7pp | 151.13%-135.0pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,537 | $1,572-2.2% | $5,011-69.3% | $2,523-39.1% |
| Participant deferral / active EE | $3,573 | $2,669+33.9% | $5,202-31.3% | $4,231-15.5% |
| Admin fee / account holder | $128 | $101+27.3% | $13,988-99.1% | $114+12.3% |