Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC10+ years Filed as: STEPHENS, INC. Service code 28 111 CENTER STREET · LITTLE ROCK, AR 72201 | Investment Management | $330,642 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 17.25% | 8.15%+9.1pp | 8.05%+9.2pp | 8.76%+8.5pp |
| Employer contribution / active EE | $8,902 | $60,767-85.4% | $42,683-79.1% | $16,650-46.5% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |