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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC1 year Service code 26 · EIN 71-0641478 111 CENTER STREET · LITTLE ROCK, AR 72201 | Advisory (Participants) | $26,113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,536 | $72,404-2.6% | $110,243-36.0% | $64,173+9.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.40% | -6.29%-0.1pp | 314.76%-321.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $10,321 | $2,282+352.4% | $3,827+169.7% | $2,381+333.5% |
| Participant deferral / active EE | $5,379 | $3,469+55.0% | $4,672+15.1% | $3,470+55.0% |
| Admin fee / account holder | $646 | $5,664-88.6% | $8,548-92.4% | $4,887-86.8% |