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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,484 |
BANCORPSOUTH BANK9+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $29,515 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,033 | $112,932-66.3% | $103,065-63.1% | $74,478-48.9% |
| Participation rate | 59.8% | 80.8%-21.0pp | 80.6%-20.8pp | 67.2%-7.5pp |
| Annual return | 22.72% | 23.24%-0.5pp | 23.95%-1.2pp | 1370.56%-1347.8pp |
| Employer contribution / active EE | $1,843 | $4,881-62.2% | $4,675-60.6% | $2,626-29.8% |
| Participant deferral / active EE | $0 | $7,279-100.0% | $6,625-100.0% | $4,350-100.0% |
| Admin fee / account holder | $237 | $1,707-86.1% | $9,349-97.5% | $1,946-87.8% |