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| Provider | Service type | Compensation |
|---|---|---|
TRUSTMARK NATIONAL BANK3 years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $14,920 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,121 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,184 | $43,133+88.2% | $89,414-9.2% | $73,493+10.5% |
| Participation rate | 12.7% | 55.0%-42.3pp | 68.0%-55.3pp | 70.7%-58.0pp |
| Annual return | 13.23% | 135.66%-122.4pp | 245.50%-232.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $282 | $1,438-80.4% | $2,586-89.1% | $2,270-87.6% |
| Participant deferral / active EE | $517 | $2,445-78.9% | $3,890-86.7% | $3,740-86.2% |
| Admin fee / account holder | $941 | $444+112.0% | $4,883-80.7% | $513+83.3% |