Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC3+ years Filed as: STEPHENS, INC. Service code 21 111 CENTER STREET · LITTLE ROCK, AR 72201 | Bank Trustee | $151,537 |
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 13.91% | 12.03%+1.9pp | 14.41%-0.5pp | 23.90%-10.0pp |
| Employer contribution / active EE | $8,740 | $30,615-71.5% | $45,283-80.7% | $16,539-47.2% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |