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 INC3 years Filed as: STEPHENS GROUP ASSET MANAGEMENT Service code 27 100 RIVER BLUFF DRIVE · LITTLE ROCK, AK 72202 | Advisory (Plan) | $36,071 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SVRCS Service code 15 · EIN 01-0233346 | Recordkeeping | $34,410 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,175 | $99,168-66.5% | $96,576-65.6% | $74,440-55.4% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.0%-13.5pp | 70.7%-8.3pp |
| Annual return | 18.25% | 22.40%-4.1pp | 25.87%-7.6pp | 34.37%-16.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,794 | $4,936-63.7% | $4,851-63.0% | $4,529-60.4% |
| Admin fee / account holder | $181 | $225-19.6% | $8,253-97.8% | $348-48.0% |