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; Shareholder servi... | $104,230 |
STEPHENS INC3+ years Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $32,747 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,819 | $45,382-60.7% | $154,110-88.4% | $75,289-76.3% |
| Participation rate | 94.4% | 65.9%+28.5pp | 83.0%+11.3pp | 72.4%+21.9pp |
| Annual return | 7.57% | -0.47%+8.0pp | 735.22%-727.7pp | -0.04%+7.6pp |
| Employer contribution / active EE | $1,954 | $1,533+27.5% | $5,298-63.1% | $2,405-18.8% |
| Participant deferral / active EE | $13 | $2,384-99.4% | $5,081-99.7% | $3,739-99.6% |
| Admin fee / account holder | $31 | $89-64.8% | $13,412-99.8% | $102-69.2% |