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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $195,500 |
TRUSTMARK NATIONAL BANK1+ years Service code 15 248 EAST CAPITOL STREET · JACKSON, MS 39201 | Recordkeeping | $93,409 |
REA & ASSOCIATES, INC 34-13101241+ years Filed as: REA SHAW FIGGIN & STUART LLP Service code 10 P.O. BOX 2090 · MERIDIAN, MS 39302 | Accounting | $36,773 |
Filed as: PIP PRINTING Service code 36 420 CHRISTINE DR · RIDGELAND, MS 39157 | Copying and duplicating | $17,230 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,457 | $55,516-86.6% | $75,784-90.2% | $59,188-87.4% |
| Participation rate | 99.6% | 73.6%+26.0pp | 75.8%+23.8pp | 69.4%+30.2pp |
| Annual return | -0.84% | -1.89%+1.1pp | 9.68%-10.5pp | 5.51%-6.3pp |
| Employer contribution / active EE | $1,570 | $2,604-39.7% | $3,323-52.8% | $2,098-25.2% |
| Participant deferral / active EE | $698 | $2,599-73.1% | $3,652-80.9% | $3,265-78.6% |
| Admin fee / account holder | $62 | $110-44.1% | $5,300-98.8% | $92-33.3% |