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; Float revenue; Pa... | $587,919 |
STEPHENS INC7+ years Filed as: STEPHENS INC. Service code 16 | Consulting | $216,490 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
STEPHENS INC7+ years Filed as: STEPHENS, INC Service code 16 111 CENTER ST. · LITTLE ROCK, AR 77201 | Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,093 | $67,512+12.7% | $185,854-59.1% | $93,010-18.2% |
| Participation rate | 81.2% | 67.1%+14.1pp | 81.7%-0.5pp | 73.9%+7.3pp |
| Annual return | 14.48% | 21.04%-6.6pp | 122.12%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,608 | $1,783-9.8% | $5,169-68.9% | $2,705-40.6% |
| Participant deferral / active EE | $3,844 | $3,035+26.6% | $5,569-31.0% | $4,561-15.7% |
| Admin fee / account holder | $113 | $318-64.4% | $16,246-99.3% | $152-25.4% |