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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-2614959 PO BOX 2034 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $9,287 |
STEPHENS INC4 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $6,896 |
LANDMARK PLC, CPAS4 years Service code 10 · EIN 71-0355269 201 EAST MARKHAM, SUITE 500 · LITTLE ROCK, AR 72201 | Accounting | $6,622 |
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 | $35,412 | $73,638-51.9% | $108,405-67.3% | $79,389-55.4% |
| Participation rate | 99.4% | 77.4%+22.0pp | 80.1%+19.2pp | 70.7%+28.7pp |
| Annual return | 14.79% | 33.27%-18.5pp | 905.55%-890.8pp | 116.89%-102.1pp |
| Employer contribution / active EE | $2,310 | $2,397-3.6% | $3,559-35.1% | $2,428-4.8% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $112 | $638-82.5% | $7,297-98.5% | $626-82.2% |