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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC7+ years Filed as: STEPHENS, INC. Service code 28 · EIN 71-0641478 | Investment Management | $56,140 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,688 | $111,491-50.1% | $189,513-70.6% | $86,799-35.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 11.62% | 83.50%-71.9pp | 555.15%-543.5pp | 97.91%-86.3pp |
| Employer contribution / active EE | $2,513 | $3,951-36.4% | $6,162-59.2% | $2,405+4.5% |
| Participant deferral / active EE | $3,677 | $6,437-42.9% | $8,221-55.3% | $4,131-11.0% |
| Admin fee / account holder | $164 | $189-13.2% | $12,045-98.6% | $170-3.3% |