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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARTIN NOONE AGENCY, LLC Service code 28 4780 I-55 NORTH FRONTAGE ROAD · JACKSON, MS 39211 | Investment Management | $5,656 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 3.61% | 4.01%-0.4pp | 18.87%-15.3pp | 11.88%-8.3pp |
| Employer contribution / active EE | $556 | $9,840-94.4% | $19,828-97.2% | $14,612-96.2% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |