Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC4+ years Filed as: STEPHENS, INC. Service code 21 111 CENTER STREET · LITTLE ROCK, AR 72201 | Bank Trustee | $179,013 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -3.08% | -3.37%+0.3pp | -61.72%+58.6pp | 0.19%-3.3pp |
| Employer contribution / active EE | $7,627 | $36,881-79.3% | $47,703-84.0% | $13,763-44.6% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |