Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC2+ years Filed as: STEPHENS, INC. Service code 21 111 CENTER STREET · LITTLE ROCK, AR 72201 | Bank Trustee | $125,851 |
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 11.18% | 5.09%+6.1pp | 4.74%+6.4pp | 7.18%+4.0pp |
| Employer contribution / active EE | $9,340 | $33,192-71.9% | $46,220-79.8% | $13,095-28.7% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |