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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS FIRST TRUST COMPANY9+ years Filed as: SIMMONS FIRST TRUST COMPANY NA Service code 15 · EIN 71-0832709 501 MAIN STREET · PINEBLUFF, AR 71611 | Recordkeeping | $41,083 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $71,523-42.6% | $98,461-58.3% | $71,511-42.6% |
| Participation rate | 66.0% | 72.7%-6.7pp | 75.2%-9.2pp | 67.9%-2.0pp |
| Annual return | 16.36% | 32.43%-16.1pp | 21.17%-4.8pp | 28.86%-12.5pp |
| Employer contribution / active EE | $999 | $2,399-58.4% | $3,049-67.2% | $2,589-61.4% |
| Participant deferral / active EE | $2,388 | $4,109-41.9% | $4,738-49.6% | $4,291-44.3% |
| Admin fee / account holder | $321 | $1,676-80.8% | $8,961-96.4% | $1,588-79.8% |