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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $110,248 |
BANCORPSOUTH BANK5+ years Service code 28 · EIN 64-0782370 | Investment Management | $35,474 |
PENCHECKS1 year Filed as: PENCHECKS TRUST CO. OF AMERICA Service code 13 · EIN 33-6134835 | Contract Administrator | $31,500 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCANTILE LLC Service code 70 · EIN 04-3513306 | Consulting Fees | $30,000 |
Filed as: NAIL MCKINNEY, PA Service code 10 · EIN 64-0760834 | Accounting | $7,300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 6.49% | 4.63%+1.9pp | 29.77%-23.3pp | 12.16%-5.7pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |