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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK5+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $21,646 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $34,121 | $118,971-71.3% | $112,977-69.8% | $73,497-53.6% |
| Participation rate | 68.5% | 83.3%-14.8pp | 82.6%-14.1pp | 70.7%-2.2pp |
| Annual return | 7.91% | 17.79%-9.9pp | 24.24%-16.3pp | 28.51%-20.6pp |
| Employer contribution / active EE | $1,813 | $4,091-55.7% | $4,255-57.4% | $2,270-20.1% |
| Participant deferral / active EE | $0 | $6,133-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $82 | $573-85.7% | $6,294-98.7% | $513-84.1% |