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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $96,287 |
TRUSTMARK NATIONAL BANK5+ years Service code 15 · EIN 64-6177854 | Recordkeeping | $67,284 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $21,531 |
Service code 10 · EIN 64-0760834 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,472 | $66,601+40.3% | $92,909+0.6% | $67,579+38.3% |
| Participation rate | 64.6% | 72.5%-7.9pp | 76.0%-11.4pp | 71.3%-6.7pp |
| Annual return | 17.63% | 92.58%-74.9pp | 109.44%-91.8pp | 378.56%-360.9pp |
| Employer contribution / active EE | $1,077 | $2,775-61.2% | $3,653-70.5% | $2,148-49.9% |
| Participant deferral / active EE | $4,722 | $3,157+49.6% | $4,238+11.4% | $3,539+33.4% |
| Admin fee / account holder | $341 | $199+71.5% | $5,795-94.1% | $142+139.7% |