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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 | $17,433 |
PRONVEST6+ years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37402 | Advisory (Participants) | $10,721 |
LANDMARK PLC, CPAS2 years Service code 10 · EIN 71-0355269 201 E. MARKHAM, STE 500 · LITTLE ROCK, AR 72201 | Accounting | $10,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,647 | $69,383-18.4% | $101,271-44.1% | $73,493-22.9% |
| Participation rate | 44.0% | 68.4%-24.3pp | 75.8%-31.8pp | 70.7%-26.7pp |
| Annual return | 13.80% | 18.46%-4.7pp | 46.48%-32.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $835 | $2,628-68.2% | $3,660-77.2% | $2,270-63.2% |
| Participant deferral / active EE | $1,670 | $3,301-49.4% | $4,371-61.8% | $3,740-55.3% |
| Admin fee / account holder | $493 | $704-30.0% | $5,948-91.7% | $513-3.9% |