Filings through .
Filed April 8, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRUSTMARK NATIONAL BANK2 years Service code 27 PO BOX 291 · JACKSON, MS 392050291 | Advisory (Plan) | $18,771 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,405 |
Filed as: REYNOLDS BONE & GRIESBECK PLC Service code 10 5100 WHEELIS DR · MEMPHIS, TN 38117 | Accounting | $10,000 |
5 funds of $250K or more; 16 lines in all, holding $4.6M of the plan's $4.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.1M | 68.9% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $1.1M | 23.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $118K | 2.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $48K | 1.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $41K | 0.9% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $40K | 0.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $31K | 0.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $13K | 0.3% |
| Thornburg Developing World Fund Class R6 Thornburg · Mutual fund | $12K | 0.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $9K | 0.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.