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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 | $46,464-77.9% | $150,298-93.2% | $79,634-87.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 6.12% | 27.89%-21.8pp | 62.79%-56.7pp | 36.46%-30.3pp |
| Employer contribution / active EE | $914 | $1,512-39.5% | $4,154-78.0% | $2,529-63.9% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $41 | $891-95.4% | $14,116-99.7% | $1,002-95.9% |