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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $746,672 |
Service code 11 · EIN 13-4206965 | Actuarial | $373,075 |
STEPHENS INC5+ years Filed as: STEPHENS CAPITALMANAGEMENT Service code 27 · EIN 71-0641478 | Advisory (Plan) | $350,000 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $42,700 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 17 · EIN 13-4206965 | Pension Consulting | $6,800 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 12.85% | 11.91%+0.9pp | 36.37%-23.5pp | 13.24%-0.4pp |
| Employer contribution / active EE | $34,126 | $16,637+105.1% | $37,223-8.3% | $14,616+133.5% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |