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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS BANK1 year Service code 21 · EIN 71-0162300 501 S. MAIN STREET · PINE BLUFF, AR 71601 | Bank Trustee | $11,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,173 | $86,341-66.2% | $125,195-76.7% | $65,186-55.2% |
| Participation rate | 69.7% | 75.3%-5.6pp | 79.8%-10.1pp | 70.2%-0.5pp |
| Annual return | 23.76% | 27.44%-3.7pp | 43.79%-20.0pp | 29.39%-5.6pp |
| Employer contribution / active EE | $2,479 | $2,040+21.6% | $3,866-35.9% | $2,177+13.9% |
| Participant deferral / active EE | $3,933 | $3,538+11.2% | $4,937-20.3% | $3,514+11.9% |
| Admin fee / account holder | $172 | $609-71.7% | $9,704-98.2% | $847-79.7% |