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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK2 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $46,787 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,720 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,583 | $65,092-63.8% | $143,799-83.6% | $66,938-64.8% |
| Participation rate | 85.4% | 65.2%+20.2pp | 80.3%+5.1pp | 69.8%+15.6pp |
| Annual return | -18.62% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,396 | $2,362-40.9% | $4,952-71.8% | $2,545-45.1% |
| Participant deferral / active EE | $5,423 | $2,920+85.7% | $5,638-3.8% | $4,238+28.0% |
| Admin fee / account holder | $160 | $502-68.2% | $14,677-98.9% | $594-73.0% |