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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 10 · EIN 31-4156830 | Accounting | $22,213 |
TRUSTMARK NATIONAL BANK2+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $8,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,603 | $50,898-79.2% | $171,082-93.8% | $55,167-80.8% |
| Participation rate | 54.0% | 63.3%-9.3pp | 76.7%-22.7pp | 69.0%-15.0pp |
| Annual return | 10.05% | 15.34%-5.3pp | 32.56%-22.5pp | 169.23%-159.2pp |
| Employer contribution / active EE | $560 | $1,433-60.9% | $4,002-86.0% | $1,963-71.5% |
| Participant deferral / active EE | $1,213 | $2,994-59.5% | $4,797-74.7% | $3,054-60.3% |
| Admin fee / account holder | $174 | $500-65.2% | $8,520-98.0% | $504-65.5% |