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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK3 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $42,749 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $9,149 |
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 | $20,092 | $47,180-57.4% | $149,723-86.6% | $74,473-73.0% |
| Participation rate | 67.4% | 63.4%+3.9pp | 78.8%-11.4pp | 70.7%-3.4pp |
| Annual return | 15.28% | 22.75%-7.5pp | 134.50%-119.2pp | 34.36%-19.1pp |
| Employer contribution / active EE | $526 | $1,907-72.4% | $4,821-89.1% | $2,638-80.1% |
| Participant deferral / active EE | $1,106 | $2,730-59.5% | $5,682-80.5% | $4,530-75.6% |
| Admin fee / account holder | $197 | $343-42.7% | $13,215-98.5% | $347-43.4% |