Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC7+ years Filed as: STEPHENS, INC. Service code 21 111 CENTER STREET · LITTLE ROCK, AR 72201 | Bank Trustee | $264,199 |
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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 16.70% | 7.36%+9.3pp | 9.78%+6.9pp | 13.24%+3.5pp |
| Employer contribution / active EE | $8,070 | $40,685-80.2% | $46,889-82.8% | $14,616-44.8% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |