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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $278,728 |
STEPHENS INC2+ years Filed as: STEPHENS CAPITAL MANAGEMENT INC Service code 27 · EIN 71-0641478 | Advisory (Plan) | $91,840 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $39,200 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $270,507-100.0% | $354,545-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 93.5%-93.5pp | 64.3%-64.3pp | 93.5%-93.5pp |
| Annual return | -93.51% | -4.71%-88.8pp | -36.55%-57.0pp | -4.71%-88.8pp |
| Employer contribution / active EE | $0 | $25,782-100.0% | $43,644-100.0% | $25,782-100.0% |
| Participant deferral / active EE | $0 | $5,950-100.0% | - | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $1,194-100.0% | $10,647-100.0% |