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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK6 years Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $63,952 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,583 | $55,470+14.6% | $155,556-59.1% | $74,478-14.6% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 11.68% | 269.80%-258.1pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $6,196 | $2,267+173.3% | $4,675+32.5% | $2,626+135.9% |
| Participant deferral / active EE | $4,215 | $2,838+48.5% | $5,631-25.2% | $4,350-3.1% |
| Admin fee / account holder | $691 | $1,744-60.4% | $15,885-95.7% | $1,946-64.5% |