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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK5 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $54,263 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,937 | $46,464-57.1% | $150,298-86.7% | $79,634-75.0% |
| Participation rate | 73.9% | 57.0%+16.9pp | 77.8%-3.9pp | 62.5%+11.4pp |
| Annual return | 12.34% | 27.89%-15.6pp | 62.79%-50.4pp | 36.46%-24.1pp |
| Employer contribution / active EE | $838 | $1,512-44.6% | $4,154-79.8% | $2,529-66.9% |
| Participant deferral / active EE | $1,153 | $2,157-46.5% | $5,453-78.9% | $3,835-69.9% |
| Admin fee / account holder | $198 | $891-77.8% | $14,116-98.6% | $1,002-80.3% |