Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC1+ years Filed as: STEPHENS, INC. Service code 21 111 CENTER STREET · LITTLE ROCK, AR 72201 | Bank Trustee | $117,086 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -2.87% | -2.09%-0.8pp | -1.68%-1.2pp | -0.60%-2.3pp |
| Employer contribution / active EE | $6,596 | $29,352-77.5% | $44,959-85.3% | $12,272-46.2% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |