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 and information managem... | $31,615 |
STEPHENS INC2+ years Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $28,099 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,588 | $44,989-65.4% | $170,435-90.9% | $77,958-80.0% |
| Participation rate | 93.3% | 64.6%+28.7pp | 83.6%+9.7pp | 71.6%+21.6pp |
| Annual return | 9.92% | 19.61%-9.7pp | 205.94%-196.0pp | 20.87%-11.0pp |
| Employer contribution / active EE | $1,798 | $1,466+22.6% | $5,432-66.9% | $2,310-22.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $9 | $69-86.7% | $13,881-99.9% | $97-90.6% |