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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 | $38,165-73.1% | $189,758-94.6% | $69,255-85.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 79.8%+20.2pp | 69.0%+31.0pp |
| Annual return | 6.12% | 14.65%-8.5pp | 52.62%-46.5pp | 26.73%-20.6pp |
| Employer contribution / active EE | $914 | $1,589-42.5% | $4,767-80.8% | $2,645-65.5% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $41 | $714-94.3% | $20,388-99.8% | $733-94.4% |