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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-2614959 PO BOX 2034 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $13,470 |
STEPHENS INC7 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $8,341 |
LANDMARK PLC, CPAS7 years Service code 10 · EIN 71-0355269 200 W CAPITOL AVE, STE 1700 · LITTLE ROCK, AR 72201 | Accounting | $7,548 |
Service code 27 · EIN 71-0714016 401 W. CAPITOL, SUITE 503 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $6,404 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,012 | $79,169-58.3% | $100,415-67.1% | $74,478-55.7% |
| Participation rate | 99.4% | 79.4%+20.0pp | 81.5%+17.9pp | 67.2%+32.2pp |
| Annual return | 13.51% | 20.51%-7.0pp | 49.47%-36.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,048 | $3,017-32.1% | $3,943-48.1% | $2,626-22.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $133 | $1,337-90.1% | $7,906-98.3% | $1,946-93.2% |