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| Provider | Service type | Compensation |
|---|---|---|
TRUSTMARK NATIONAL BANK4+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $2,707 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,278 | $37,196-45.5% | $154,111-86.8% | $55,725-63.6% |
| Participation rate | 47.6% | 64.1%-16.5pp | 83.0%-35.5pp | 70.9%-23.3pp |
| Annual return | -4.83% | 1319.68%-1324.5pp | 735.18%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $446 | $1,614-72.3% | $5,298-91.6% | $2,078-78.5% |
| Participant deferral / active EE | $918 | $2,068-55.6% | $5,081-81.9% | $3,356-72.6% |
| Admin fee / account holder | $210 | $102+106.6% | $13,411-98.4% | $115+82.2% |