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| Provider | Service type | Compensation |
|---|---|---|
BPS&M3+ years Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $61,181 |
BANCORPSOUTH BANK3+ years Service code 28 · EIN 64-0782370 | Investment Management | $44,079 |
Filed as: NAIL MCKINNEY, PA Service code 10 · EIN 64-0760834 | Accounting | $6,650 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.71% | 79.68%-67.0pp | 16.78%-4.1pp | 23.90%-11.2pp |
| Employer contribution / active EE | $16,308 | $21,735-25.0% | $26,328-38.1% | $16,539-1.4% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |