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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS BANK3 years Service code 21 · EIN 71-0162300 501 S. MAIN STREET · PINE BLUFF, AR 71601 | Bank Trustee | $27,702 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,417 | $93,182-54.5% | $146,643-71.1% | $79,391-46.6% |
| Participation rate | 33.6% | 76.4%-42.8pp | 80.1%-46.5pp | 70.7%-37.1pp |
| Annual return | 12.78% | 21.61%-8.8pp | 22.75%-10.0pp | 116.88%-104.1pp |
| Employer contribution / active EE | $2,166 | $2,420-10.5% | $4,137-47.6% | $2,428-10.8% |
| Participant deferral / active EE | $3,600 | $4,169-13.6% | $5,506-34.6% | $4,046-11.0% |
| Admin fee / account holder | $778 | $585+33.0% | $10,280-92.4% | $627+24.2% |