Filed April 8, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,949 |
TRUSTMARK NATIONAL BANK1 year Service code 27 PO BOX 291 · JACKSON, MS 392050291 | Advisory (Plan) | $12,452 |
Filed as: REYNOLDS BONE & GRIESBECK PLC Service code 10 5100 WHEELIS DR · MEMPHIS, TN 38117 | Accounting | $9,660 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,813 | $79,181-56.0% | $102,423-66.0% | $74,429-53.2% |
| Participation rate | 54.2% | 74.8%-20.6pp | 76.5%-22.3pp | 67.2%-13.0pp |
| Annual return | 11.20% | 54.97%-43.8pp | 29.42%-18.2pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $344 | $2,362-85.4% | $3,023-88.6% | $2,625-86.9% |
| Participant deferral / active EE | $1,803 | $4,416-59.2% | $5,054-64.3% | $4,348-58.5% |
| Admin fee / account holder | $300 | $2,002-85.0% | $9,455-96.8% | $1,944-84.6% |