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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK1 year Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $38,290 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $4,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,392 | $56,540-78.1% | $185,851-93.3% | $86,821-85.7% |
| Participation rate | 60.5% | 65.5%-5.0pp | 81.7%-21.2pp | 72.3%-11.8pp |
| Annual return | 29.34% | 118.20%-88.9pp | 122.11%-92.8pp | 97.94%-68.6pp |
| Employer contribution / active EE | $768 | $1,844-58.3% | $5,168-85.1% | $2,406-68.1% |
| Participant deferral / active EE | $1,040 | $2,555-59.3% | $5,569-81.3% | $4,132-74.8% |
| Admin fee / account holder | $95 | $150-36.4% | $16,245-99.4% | $170-43.9% |