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 | Shareholder servicing fees; Claims pr... | $31,588 |
STEPHENS INC1+ years Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $25,222 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,727 | $37,213-63.1% | $156,551-91.2% | $63,975-78.5% |
| Participation rate | 91.7% | 65.0%+26.7pp | 84.0%+7.7pp | 71.1%+20.5pp |
| Annual return | 1.02% | 47.89%-46.9pp | 32.23%-31.2pp | 48.65%-47.6pp |
| Employer contribution / active EE | $1,700 | $1,357+25.3% | $5,501-69.1% | $2,182-22.1% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $56-83.4% | $13,028-99.9% | $70-86.7% |