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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 | $22,062 |
PRONVEST8+ years Filed as: PRONVEST, INC. Service code 26 · EIN 62-1823351 1203 CARTER STREET · CHATTANOOGA, TN 37402 | Advisory (Participants) | $13,140 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,970 | $64,138-15.9% | $112,258-51.9% | $66,930-19.4% |
| Participation rate | 54.4% | 68.5%-14.0pp | 75.1%-20.6pp | 69.8%-15.4pp |
| Annual return | -14.90% | -13.81%-1.1pp | 27.47%-42.4pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,387 | $3,006-53.9% | $3,636-61.9% | $2,545-45.5% |
| Participant deferral / active EE | $2,335 | $3,694-36.8% | $4,728-50.6% | $4,238-44.9% |
| Admin fee / account holder | $447 | $625-28.5% | $6,411-93.0% | $593-24.7% |