Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $6,021 |
BANCORPSOUTH BANK2 years 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 | $14,874 | $73,404-79.7% | $87,103-82.9% | $67,582-78.0% |
| Participation rate | 84.6% | 80.9%+3.7pp | 76.9%+7.7pp | 71.3%+13.3pp |
| Annual return | 24.62% | 48.29%-23.7pp | 28.19%-3.6pp | 378.57%-354.0pp |
| Employer contribution / active EE | $1,061 | $2,014-47.3% | $2,521-57.9% | $2,148-50.6% |
| Participant deferral / active EE | $1,531 | $3,913-60.9% | $4,049-62.2% | $3,539-56.7% |
| Admin fee / account holder | $11 | $142-92.0% | $7,491-99.8% | $142-92.0% |