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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK3 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $16,062 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,906 | $41,467-76.1% | $67,313-85.3% | $55,725-82.2% |
| Participation rate | 63.5% | 62.5%+1.0pp | 69.1%-5.6pp | 70.9%-7.4pp |
| Annual return | -5.32% | 0.82%-6.1pp | -4.08%-1.2pp | 244.93%-250.2pp |
| Employer contribution / active EE | $830 | $1,316-37.0% | $2,566-67.7% | $2,078-60.1% |
| Participant deferral / active EE | $1,526 | $2,399-36.4% | $3,568-57.2% | $3,356-54.5% |
| Admin fee / account holder | $68 | $102-33.8% | $4,507-98.5% | $115-41.3% |