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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK4 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $50,812 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,725 | $50,919-51.4% | $155,556-84.1% | $77,762-68.2% |
| Participation rate | 67.7% | 63.1%+4.7pp | 78.2%-10.5pp | 70.6%-2.8pp |
| Annual return | 15.45% | 34.84%-19.4pp | 64.84%-49.4pp | 31.27%-15.8pp |
| Employer contribution / active EE | $920 | $1,991-53.8% | $4,675-80.3% | $2,728-66.3% |
| Participant deferral / active EE | $1,364 | $2,824-51.7% | $5,631-75.8% | $4,651-70.7% |
| Admin fee / account holder | $244 | $437-44.1% | $15,885-98.5% | $433-43.6% |