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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC3+ years Filed as: STEPHENS, INC. Service code 28 · EIN 71-0641478 | Investment Management | $34,743 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $10,880 |
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 | $49,520 | $89,739-44.8% | $149,721-66.9% | $62,293-20.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.82% | 21.01%-3.2pp | 1501.67%-1483.9pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,037 | $3,233-37.0% | $5,444-62.6% | $2,042-0.2% |
| Participant deferral / active EE | $3,051 | $4,797-36.4% | $6,568-53.5% | $3,169-3.7% |
| Admin fee / account holder | $184 | $551-66.6% | $11,282-98.4% | $479-61.6% |