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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-2614959 PO BOX 2034 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $10,792 |
STEPHENS INC5 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $8,081 |
LANDMARK PLC, CPAS5 years Service code 10 · EIN 71-0355269 200 W CAPITOL AVE, STE 1700 · LITTLE ROCK, AR 72201 | Accounting | $7,836 |
Service code 27 · EIN 71-0714016 401 W. CAPITOL, SUITE 503 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $6,211 |
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 | $27,834 | $58,320-52.3% | $86,451-67.8% | $66,949-58.4% |
| Participation rate | 98.8% | 78.6%+20.3pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -14.62% | -9.71%-4.9pp | 4398.51%-4413.1pp | 1.57%-16.2pp |
| Employer contribution / active EE | $2,118 | $2,615-19.0% | $3,770-43.8% | $2,545-16.8% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $123 | $546-77.4% | $6,734-98.2% | $594-79.2% |