Filed October 24, 2014
| Provider | Service type | Compensation |
|---|---|---|
FDX ADVISORS, INC.1+ years Service code 27 · EIN 68-0129857 | Advisory (Plan) | $70,221 |
TRUSTMARK NATIONAL BANK1+ years Service code 21 · EIN 64-0180810 | Bank Trustee | $17,376 |
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 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -0.85% | -3.68%+2.8pp | -2.13%+1.3pp | -0.60%-0.3pp |
| Employer contribution / active EE | $8,696 | $13,163-33.9% | $34,127-74.5% | $12,272-29.1% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |