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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC1 year Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $7,258 |
LANDMARK PLC, CPAS1 year Service code 10 · EIN 71-0355269 201 EAST MARKHAM, SUITE 500 · LITTLE ROCK, AR 72201 | Accounting | $5,505 |
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 | $23,331 | $61,214-61.9% | $83,327-72.0% | $56,289-58.6% |
| Participation rate | 99.4% | 72.6%+26.8pp | 77.8%+21.6pp | 69.9%+29.5pp |
| Annual return | -2.65% | 0.42%-3.1pp | 10.64%-13.3pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,110 | $1,925+9.6% | $3,379-37.5% | $2,1110% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $89 | $512-82.6% | $7,540-98.8% | $521-82.9% |