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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $160,284 |
STEPHENS INC2 years Filed as: STEPHENS CAPITAL MANAGEMENT Service code 27 · EIN 71-0641478 | Advisory (Plan) | $63,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $23,631-100.0% | $350,423-100.0% | $23,631-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 70.3%-70.3pp | 73.9%-73.9pp |
| Annual return | 12.22% | 13.60%-1.4pp | 12.97%-0.8pp | 13.60%-1.4pp |
| Employer contribution / active EE | $15,360 | $8,926+72.1% | $17,272-11.1% | $8,926+72.1% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $0 | $3,495-100.0% |
| Admin fee / account holder | $0 | $0 | $1,412-100.0% | - |