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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK6 years Service code 21 209 TROY STREET · TUPELO, MS 38802 | Bank Trustee | $29,568 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $20,006 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,835 | $53,165-85.3% | $86,216-90.9% | $74,460-89.5% |
| Participation rate | 83.0% | 64.9%+18.2pp | 69.0%+14.1pp | 70.7%+12.3pp |
| Annual return | 14.11% | 22.64%-8.5pp | 1169.42%-1155.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $267 | $1,210-78.0% | $2,382-88.8% | $2,638-89.9% |
| Participant deferral / active EE | $1,533 | $3,234-52.6% | $3,986-61.5% | $4,530-66.2% |
| Admin fee / account holder | $119 | $551-78.4% | $6,853-98.3% | $348-65.7% |