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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC3 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $9,616 |
LANDMARK PLC, CPAS3 years Service code 10 · EIN 71-0355269 201 EAST MARKHAM, SUITE 500 · LITTLE ROCK, AR 72201 | Accounting | $6,996 |
Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-2614959 PO BOX 2034 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $6,986 |
Service code 27 · EIN 71-0714016 401 W. CAPITOL, SUITE 503 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $5,692 |
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 | $32,334 | $66,813-51.6% | $100,535-67.8% | $73,497-56.0% |
| Participation rate | 99.4% | 77.5%+21.9pp | 79.4%+20.0pp | 70.7%+28.7pp |
| Annual return | 17.25% | 25.70%-8.4pp | 30.90%-13.6pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,174 | $2,147+1.3% | $3,419-36.4% | $2,270-4.2% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $115 | $512-77.6% | $8,085-98.6% | $513-77.7% |