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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $673,373 |
STEPHENS INC2 years Filed as: STEPHENS CAPITAL MANAGEMENT Service code 27 · EIN 71-0641478 | Advisory (Plan) | $350,000 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 13-4206965 | Actuarial | $171,192 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 13.24% | 20.09%-6.8pp | 15.31%-2.1pp | 37.77%-24.5pp |
| Employer contribution / active EE | $1,557 | $15,382-89.9% | $28,686-94.6% | $15,798-90.1% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |