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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS BANK1 year Service code 21 PO BOX 7009 · PINE BLUFF, AR 71611 | Bank Trustee | $3,971 |
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).
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 | $23,846 | $47,977-50.3% | $154,108-84.5% | $56,289-57.6% |
| Participation rate | 5.3% | 66.2%-60.9pp | 83.0%-77.8pp | 69.9%-64.6pp |
| Annual return | -1.10% | 3.54%-4.6pp | 735.21%-736.3pp | -9.96%+8.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $16 | $2,392-99.3% | $5,081-99.7% | $3,350-99.5% |
| Admin fee / account holder | $248 | $438-43.4% | $13,411-98.1% | $521-52.4% |