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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK1+ years Filed as: BANCORPSOUTH Service code 28 · EIN 64-0782370 | Investment Management | $38,999 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $35,724 |
HOGANTAYLOR LLP1+ years Service code 10 · EIN 73-1413977 | Accounting | $9,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -1.78% | -5.77%+4.0pp | -3.43%+1.6pp | -2.16%+0.4pp |
| Employer contribution / active EE | $915,294 | $38,102+2302.2% | $25,607+3474.4% | $42,949+2031.1% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |