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| Provider | Service type | Compensation |
|---|---|---|
TRUSTMARK NATIONAL BANK3 years Filed as: TRUSTMARK WEALTH MANAGEMENT Service code 26 248 E. CAPITAL ST., · JACKSON, MS 39201 | Advisory (Participants) | $40,777 |
NEWPORT GROUP, INC.5 years Service code 14 · EIN 27-2037969 | Plan Administrator | $23,018 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 13 · EIN 27-4411131 | Contract Administrator | $8,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,785 | $55,446+352.3% | $155,574+61.2% | $74,429+236.9% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+15.9pp | 67.2%+26.9pp |
| Annual return | 14.60% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $9,933 | $2,266+338.3% | $4,676+112.4% | $2,625+278.4% |
| Participant deferral / active EE | $7,078 | $2,836+149.6% | $5,629+25.7% | $4,348+62.8% |
| Admin fee / account holder | $444 | $1,743-74.5% | $15,914-97.2% | $1,944-77.1% |