Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK7+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $28,864 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,644 |
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 | $28,641 | $99,016-71.1% | $93,786-69.5% | $66,949-57.2% |
| Participation rate | 64.1% | 82.1%-18.0pp | 81.0%-16.9pp | 69.8%-5.7pp |
| Annual return | -17.98% | -14.59%-3.4pp | -11.32%-6.7pp | 1.57%-19.5pp |
| Employer contribution / active EE | $1,790 | $4,769-62.5% | $4,328-58.6% | $2,545-29.7% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $6,100-100.0% | $4,239-100.0% |
| Admin fee / account holder | $158 | $477-66.9% | $7,184-97.8% | $594-73.4% |