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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC2 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $9,023 |
LANDMARK PLC, CPAS2 years Service code 10 · EIN 71-0355269 201 EAST MARKHAM, SUITE 500 · LITTLE ROCK, AR 72201 | Accounting | $6,004 |
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 | $27,370 | $58,655-53.3% | $91,994-70.2% | $65,186-58.0% |
| Participation rate | 99.4% | 75.3%+24.1pp | 78.6%+20.7pp | 70.2%+29.2pp |
| Annual return | 22.92% | 33.92%-11.0pp | 69.04%-46.1pp | 29.39%-6.5pp |
| Employer contribution / active EE | $2,006 | $2,080-3.6% | $3,453-41.9% | $2,177-7.8% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $100 | $434-77.0% | $7,744-98.7% | $847-88.2% |