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| Provider | Service type | Compensation |
|---|---|---|
CARR, RIGGS & INGRAM, LLC8+ years Filed as: CARR RIGGS AND INGRAMN Service code 10 · EIN 72-1396621 | Accounting | $23,300 |
NATIONWIDE4 years Service code 13 | Contract Administrator | $21,565 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $17,791 |
Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE, SUITE 125 · JACKSON, MS 39232 | Contract Administrator | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,339 | $46,332-66.9% | $143,797-89.3% | $64,824-76.3% |
| Participation rate | 64.9% | 64.2%+0.7pp | 80.3%-15.4pp | 71.5%-6.5pp |
| Annual return | -15.72% | -10.05%-5.7pp | -0.04%-15.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $694 | $1,911-63.7% | $4,952-86.0% | $2,507-72.3% |
| Participant deferral / active EE | $1,429 | $2,647-46.0% | $5,638-74.7% | $4,311-66.8% |
| Admin fee / account holder | $194 | $154+26.2% | $14,679-98.7% | $188+3.4% |