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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $6,699 |
BANCORPSOUTH BANK3+ 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,724 | $31,424-78.6% | $81,473-91.7% | $69,631-90.3% |
| Participation rate | 5.9% | 50.8%-45.0pp | 68.0%-62.1pp | 70.7%-64.8pp |
| Annual return | 10.21% | 22.44%-12.2pp | 38.78%-28.6pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $28 | $1,029-97.3% | $2,568-98.9% | $2,032-98.6% |
| Participant deferral / active EE | $161 | $1,838-91.2% | $3,537-95.4% | $3,224-95.0% |
| Admin fee / account holder | $91 | $103-11.8% | $4,561-98.0% | $110-18.0% |