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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS FIRST TRUST COMPANY5+ years Filed as: SIMMONS FIRST TRUST COMPANY NA Service code 15 · EIN 71-0832709 501 MAIN STREET · PINE BLUFF, AR 71611 | Recordkeeping | $36,567 |
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.
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 | $37,972 | $66,319-42.7% | $93,621-59.4% | $65,186-41.7% |
| Participation rate | 68.3% | 74.0%-5.7pp | 75.8%-7.5pp | 70.2%-1.9pp |
| Annual return | 17.57% | 42.59%-25.0pp | 32.76%-15.2pp | 29.39%-11.8pp |
| Employer contribution / active EE | $766 | $2,013-61.9% | $2,719-71.8% | $2,177-64.8% |
| Participant deferral / active EE | $2,071 | $3,343-38.1% | $4,070-49.1% | $3,514-41.1% |
| Admin fee / account holder | $313 | $6,900-95.5% | $7,890-96.0% | $847-63.1% |