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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK4+ years Filed as: BANCORPSOUTH ASSET MGMT & TRUST Service code 21 · EIN 64-0782370 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,724 | $59,191+17.8% | $76,767-9.2% | $56,289+23.9% |
| Participation rate | 52.3% | 75.2%-22.9pp | 77.0%-24.7pp | 69.9%-17.6pp |
| Annual return | -6.93% | 6.62%-13.5pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $3,380 | $1,759+92.2% | $2,485+36.0% | $2,111+60.1% |
| Participant deferral / active EE | $2,142 | $3,255-34.2% | $3,852-44.4% | $3,350-36.0% |
| Admin fee / account holder | $27 | $489-94.4% | $6,675-99.6% | $521-94.8% |