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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST NATIONAL BANK OF FORT SMITH Service code 15 PO BOX 7 · FORT SMITH, AR 72902 | Recordkeeping | $16,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,646 | $50,947+11.2% | $74,549-24.0% | $64,173-11.7% |
| Participation rate | 30.9% | 61.1%-30.2pp | 69.1%-38.3pp | 69.6%-38.7pp |
| Annual return | -13.29% | -1.85%-11.4pp | 32.53%-45.8pp | 7.63%-20.9pp |
| Employer contribution / active EE | $465 | $1,115-58.3% | $1,961-76.3% | $2,381-80.5% |
| Participant deferral / active EE | $2,368 | $2,302+2.9% | $3,108-23.8% | $3,470-31.8% |
| Admin fee / account holder | $387 | $4,221-90.8% | $5,059-92.3% | $4,887-92.1% |