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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK1+ years Service code 27 525 E CAPITOL ST · JACKSON, MS 39201 | Advisory (Plan) | $16,547 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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.
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 | $31,859 | $91,051-65.0% | $88,497-64.0% | $55,167-42.3% |
| Participation rate | 50.3% | 79.5%-29.3pp | 82.4%-32.1pp | 69.0%-18.7pp |
| Annual return | 9.41% | 9.63%-0.2pp | 7.63%+1.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,663 | $3,430-51.5% | $4,036-58.8% | $1,963-15.2% |
| Participant deferral / active EE | $0 | $4,954-100.0% | $4,899-100.0% | $3,054-100.0% |
| Admin fee / account holder | $76 | $539-85.9% | $6,220-98.8% | $504-85.0% |