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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC2+ years Filed as: STEPHENS, INC. Service code 28 · EIN 71-0641478 | Investment Management | $36,146 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $4,320 |
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 | $40,056 | $74,089-45.9% | $133,975-70.1% | $55,167-27.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 24.66% | 12.11%+12.6pp | 29.29%-4.6pp | 169.23%-144.6pp |
| Employer contribution / active EE | $2,091 | $3,064-31.7% | $5,211-59.9% | $1,963+6.5% |
| Participant deferral / active EE | $3,199 | $4,678-31.6% | $6,282-49.1% | $3,054+4.7% |
| Admin fee / account holder | $157 | $458-65.6% | $9,324-98.3% | $504-68.7% |