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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $6,893 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,375 | $61,166-73.2% | $185,849-91.2% | $79,391-79.4% |
| Participation rate | 77.4% | 66.6%+10.8pp | 81.7%-4.3pp | 70.7%+6.7pp |
| Annual return | 24.10% | 19.45%+4.6pp | 122.10%-98.0pp | 116.88%-92.8pp |
| Employer contribution / active EE | $1,729 | $2,321-25.5% | $5,169-66.5% | $2,428-28.8% |
| Participant deferral / active EE | $3,356 | $2,789+20.3% | $5,569-39.7% | $4,046-17.0% |
| Admin fee / account holder | $95 | $710-86.7% | $16,244-99.4% | $627-84.9% |