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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS BANK3 years Service code 28 · EIN 71-0162300 | Investment Management | $24,369 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,278 | $36,002-71.5% | $161,489-93.6% | $64,728-84.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 6.12% | 33.93%-27.8pp | 89.72%-83.6pp | 49.38%-43.3pp |
| Employer contribution / active EE | $914 | $1,380-33.8% | $4,268-78.6% | $2,243-59.3% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $41 | $931-95.6% | $16,006-99.7% | $1,145-96.4% |