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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $329,225 |
STEPHENS INC1+ years Filed as: STEPHENS CAPITAL MANAGEMENT INC Service code 27 · EIN 71-0641478 | Advisory (Plan) | $91,840 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $24,900 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | 15.47% | 13.60%+1.9pp | 12.97%+2.5pp | 13.60%+1.9pp |
| Employer contribution / active EE | $7,200 | $8,926-19.3% | $17,272-58.3% | $8,926-19.3% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $0 | $3,495-100.0% |
| Admin fee / account holder | $0 | $0 | $1,412-100.0% | - |