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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,996 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,094 |
TRUCKWORX, INC1 year Service code 10 · EIN 46-2225729 | Accounting | $11,750 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,701 |
RENASANT BANK1 year Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $8 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,254 | $71,142-35.0% | $119,622-61.3% | $64,819-28.6% |
| Participation rate | 94.6% | 78.6%+16.0pp | 79.3%+15.4pp | 71.5%+23.1pp |
| Annual return | -17.86% | -10.01%-7.8pp | -14.98%-2.9pp | 32.84%-50.7pp |
| Employer contribution / active EE | $2,206 | $2,497-11.7% | $4,232-47.9% | $2,507-12.0% |
| Participant deferral / active EE | $5,217 | $4,490+16.2% | $5,601-6.9% | $4,311+21.0% |
| Admin fee / account holder | $258 | $162+59.4% | $10,328-97.5% | $188+37.6% |