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| Provider | Service type | Compensation |
|---|---|---|
FOUNDATION RESOURCE MANAGEMENT1+ years Service code 27 401 W. CAPITOL AVE · LITTLE ROCK, AR 72201 | Advisory (Plan) | $57,335 |
BANKPLUS WEALTH MANAGEMENT1+ years Service code 27 1018 HIGHLAND COLONY PARKWAY, · RIDGELAND, MS 39157 | Advisory (Plan) | $37,581 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $34,195 |
SIMMONS FIRST TRUST COMPANY1+ years Service code 21 · EIN 20-8980956 | Bank Trustee | $18,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,327 | $76,735-21.4% | $80,004-24.6% | - |
| Participation rate | 83.9% | 55.3%+28.6pp | 73.0%+10.9pp | - |
| Annual return | -6.19% | -4.03%-2.2pp | 7.63%-13.8pp | - |
| Employer contribution / active EE | $2,885 | $1,365+111.4% | $2,473+16.7% | - |
| Participant deferral / active EE | $2,345 | $1,931+21.4% | $3,204-26.8% | - |
| Admin fee / account holder | $574 | $9,456-93.9% | $5,033-88.6% | - |