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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK4 years Service code 21 209 TROY ST · TUPLEO, MS 38802 | Bank Trustee | $63,166 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,950 |
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 | $92,555 | $76,407+21.1% | $150,298-38.4% | $82,448+12.3% |
| Participation rate | 88.8% | 66.4%+22.4pp | 77.8%+11.0pp | 68.1%+20.7pp |
| Annual return | 14.77% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,438 | $2,614-6.7% | $4,154-41.3% | $2,551-4.4% |
| Participant deferral / active EE | $8,199 | $3,214+155.1% | $5,453+50.4% | $4,139+98.1% |
| Admin fee / account holder | $571 | $6,352-91.0% | $14,116-96.0% | $7,234-92.1% |