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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST NATIONAL BANK OF FORT SMITH Service code 15 · EIN 71-0058845 602 GARRISON AVE. · FORT SMITH, AR 72902 | Recordkeeping | $12,874 |
LANDMARK PLC, CPAS1 year Service code 10 · EIN 71-0355269 201 E. MARKHAM, STE 500 · LITTLE ROCK, AR 72201 | Accounting | $9,800 |
PRONVEST5+ years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37402 | Advisory (Participants) | $8,546 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,878 | $63,114-24.1% | $92,903-48.5% | $65,185-26.6% |
| Participation rate | 48.3% | 68.8%-20.5pp | 76.0%-27.8pp | 70.2%-21.9pp |
| Annual return | 18.01% | 28.75%-10.7pp | 109.43%-91.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $686 | $2,571-73.3% | $3,653-81.2% | $2,177-68.5% |
| Participant deferral / active EE | $1,372 | $3,108-55.8% | $4,238-67.6% | $3,514-60.9% |
| Admin fee / account holder | $420 | $624-32.7% | $5,795-92.8% | $847-50.4% |