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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,031 |
BANCORPSOUTH BANK10+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $31,740 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,097 | $142,424-63.4% | $100,534-48.2% | $74,304-29.9% |
| Participation rate | 17.6% | 79.6%-61.9pp | 80.6%-63.0pp | 60.3%-42.7pp |
| Annual return | 8.74% | 27.53%-18.8pp | 32.66%-23.9pp | 29.43%-20.7pp |
| Employer contribution / active EE | $1,770 | $5,555-68.1% | $4,346-59.3% | $2,241-21.0% |
| Participant deferral / active EE | $0 | $8,247-100.0% | $6,144-100.0% | $3,767-100.0% |
| Admin fee / account holder | $329 | $1,986-83.4% | $7,654-95.7% | $2,969-88.9% |