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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS FIRST TRUST COMPANY8+ years Filed as: SIMMONS FIRST TRUST COMPANY NA Service code 15 · EIN 71-0832709 501 MAIN STREET · PINEBLUFF, AR 71611 | Recordkeeping | $37,604 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,480 | $72,620-51.1% | $90,760-60.9% | $66,938-47.0% |
| Participation rate | 74.6% | 73.7%+0.9pp | 75.7%-1.1pp | 69.8%+4.8pp |
| Annual return | -16.24% | -12.28%-4.0pp | -12.16%-4.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $968 | $2,369-59.1% | $2,922-66.9% | $2,545-62.0% |
| Participant deferral / active EE | $2,533 | $3,979-36.3% | $4,565-44.5% | $4,238-40.2% |
| Admin fee / account holder | $301 | $707-57.5% | $8,444-96.4% | $594-49.3% |