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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK2 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $23,835 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,429 | $46,332-64.5% | $143,797-88.6% | $64,824-74.7% |
| Participation rate | 61.6% | 64.2%-2.7pp | 80.3%-18.7pp | 71.5%-9.9pp |
| Annual return | 1.29% | -10.05%+11.3pp | -0.04%+1.3pp | 32.84%-31.6pp |
| Employer contribution / active EE | $348 | $1,911-81.8% | $4,952-93.0% | $2,507-86.1% |
| Participant deferral / active EE | $533 | $2,647-79.9% | $5,638-90.5% | $4,311-87.6% |
| Admin fee / account holder | $126 | $154-18.1% | $14,679-99.1% | $188-32.9% |