Filed January 3, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $119,657 |
STEPHENS INC1 year Filed as: STEPHENS, INC. Service code 16 · EIN 71-0641478 | Consulting | $17,000 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE & CLARK LLP Service code 29 · EIN 71-0253637 | Legal | $9,040 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,107 | $57,610-56.4% | $154,803-83.8% | $102,872-75.6% |
| Participation rate | 86.3% | 59.5%+26.8pp | 78.1%+8.2pp | 73.0%+13.3pp |
| Annual return | 10.69% | 30.49%-19.8pp | 58.88%-48.2pp | 19.06%-8.4pp |
| Employer contribution / active EE | $845 | $1,883-55.2% | $4,305-80.4% | $3,526-76.0% |
| Participant deferral / active EE | $51 | $2,914-98.2% | $5,540-99.1% | $5,535-99.1% |
| Admin fee / account holder | $37 | $368-90.0% | $14,329-99.7% | $292-87.4% |