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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK1 year Filed as: BANCORPSOUTH ASSET MGMT & TRUST Service code 21 · EIN 64-0782370 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,707 | $65,118-85.1% | $76,767-87.4% | $55,725-82.6% |
| Participation rate | 83.7% | 79.6%+4.1pp | 77.0%+6.7pp | 70.9%+12.9pp |
| Annual return | 5.56% | -1.27%+6.8pp | 2.43%+3.1pp | 244.93%-239.4pp |
| Employer contribution / active EE | $1,012 | $1,941-47.8% | $2,485-59.3% | $2,078-51.3% |
| Participant deferral / active EE | $1,399 | $3,688-62.1% | $3,852-63.7% | $3,356-58.3% |
| Admin fee / account holder | $7 | $116-94.2% | $6,675-99.9% | $115-94.1% |