Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC4 years Filed as: STEPHENS GROUP ASSET MANAGEMENT Service code 27 100 RIVER BLUFF DRIVE · LITTLE ROCK, AK 72202 | Advisory (Plan) | $41,827 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVRCS Service code 15 · EIN 01-0233346 | Recordkeeping | $39,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,324 | $89,123-54.8% | $102,460-60.6% | $77,762-48.1% |
| Participation rate | 61.1% | 80.9%-19.8pp | 76.5%-15.4pp | 70.6%-9.5pp |
| Annual return | 15.96% | 25.05%-9.1pp | 29.47%-13.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $2,436 | $2,700-9.8% | $3,025-19.5% | $2,728-10.7% |
| Participant deferral / active EE | $1,374 | $5,148-73.3% | $5,056-72.8% | $4,651-70.5% |
| Admin fee / account holder | $210 | $236-11.0% | $9,460-97.8% | $433-51.5% |