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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK6+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $25,343 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
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 | $38,458 | $133,040-71.1% | $119,258-67.8% | $79,391-51.6% |
| Participation rate | 65.2% | 80.9%-15.7pp | 82.7%-17.5pp | 70.7%-5.5pp |
| Annual return | 21.44% | 20.05%+1.4pp | 30.69%-9.3pp | 116.88%-95.4pp |
| Employer contribution / active EE | $1,846 | $4,390-57.9% | $4,384-57.9% | $2,428-23.9% |
| Participant deferral / active EE | $0 | $6,448-100.0% | $6,111-100.0% | $4,046-100.0% |
| Admin fee / account holder | $91 | $686-86.7% | $7,226-98.7% | $627-85.5% |