Filed March 16, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SILAS SIMMONS, LLP5 years Service code 10 · EIN 64-0319291 209 N.COMMERCE STREET · NATCHEZ, MS 39120 | Accounting | $0 |
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,275 | $110,083-62.5% | $151,639-72.8% | $68,486-39.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 8.08% | -10.12%+18.2pp | 3.34%+4.7pp | -7.85%+15.9pp |
| Employer contribution / active EE | $659 | $4,470-85.2% | $6,165-89.3% | $2,597-74.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $415 | $7,718-94.6% | $11,613-96.4% | $5,404-92.3% |