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| Provider | Service type | Compensation |
|---|---|---|
RENASANT BANK3 years Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $99,184 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,922 |
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 | $87,702 | $61,166+43.4% | $185,849-52.8% | $79,391+10.5% |
| Participation rate | 98.1% | 66.6%+31.4pp | 81.7%+16.3pp | 70.7%+27.3pp |
| Annual return | 17.31% | 19.45%-2.1pp | 122.10%-104.8pp | 116.88%-99.6pp |
| Employer contribution / active EE | $6,306 | $2,321+171.7% | $5,169+22.0% | $2,428+159.7% |
| Participant deferral / active EE | $4,131 | $2,789+48.1% | $5,569-25.8% | $4,046+2.1% |
| Admin fee / account holder | $719 | $710+1.3% | $16,244-95.6% | $627+14.8% |