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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-2614959 PO BOX 2034 · JERSEY CITY, NJ 07303 | Advisory (Plan) | $11,065 |
LANDMARK PLC, CPAS6 years Service code 10 · EIN 71-0355269 200 W CAPITOL AVE, STE 1700 · LITTLE ROCK, AR 72201 | Accounting | $7,654 |
STEPHENS INC6 years Filed as: STEPHENS INVESTMENTS Service code 27 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Plan) | $6,925 |
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 | $31,669 | $69,511-54.4% | $94,672-66.5% | $71,529-55.7% |
| Participation rate | 98.8% | 78.4%+20.4pp | 80.8%+18.0pp | 67.9%+30.9pp |
| Annual return | 17.81% | 29.67%-11.9pp | 156.89%-139.1pp | 28.97%-11.2pp |
| Employer contribution / active EE | $2,206 | $2,853-22.7% | $3,673-39.9% | $2,590-14.8% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $114 | $1,211-90.6% | $7,222-98.4% | $1,588-92.8% |