Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST NATIONAL BANK FORT SMITH Service code 25 · EIN 71-0058845 PO BOX 7 · FORT SMITH, AL 72902 | Directed Trustee | $45,328 |
Service code 11 · EIN 85-0349169 1105D 15TH AVE #507 · LONGVIEW, WA 98632 | Actuarial | $41,365 |
LAWRENCE, SCHLUTERMAN & SCHWARTZ1+ years Filed as: LAWRENCE, SCHLUTERMAN & SWARTZ, LTD Service code 10 · EIN 71-0669792 2411 SOUTH WALDRON ROAD · FORT SMITH, AR 72903 | Accounting | $6,900 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -0.12% | -0.81%+0.7pp | -2.90%+2.8pp | 2.81%-2.9pp |
| Employer contribution / active EE | $6 | $22,644-100.0% | $27,990-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |