Filed October 24, 2014
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 10 · EIN 31-4156930 | Accounting | $287,200 |
TRUSTMARK NATIONAL BANK3+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $46,401 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 190 E CAPITOL STREET SUITE 500 · JACKSON, MS 392012190 | Accounting | $13,712 |
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 | $51,999 | $80,360-35.3% | $90,161-42.3% | $77,958-33.3% |
| Participation rate | 95.2% | 81.9%+13.3pp | 76.9%+18.3pp | 71.6%+23.5pp |
| Annual return | 32.06% | 24.56%+7.5pp | 34.89%-2.8pp | 20.87%+11.2pp |
| Employer contribution / active EE | $3,861 | $2,326+66.0% | $3,318+16.4% | $2,310+67.1% |
| Participant deferral / active EE | $3,664 | $5,829-37.1% | $5,287-30.7% | $3,537+3.6% |
| Admin fee / account holder | $226 | $64+254.1% | $5,943-96.2% | $97+131.9% |