Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,349 |
TRUSTMARK NATIONAL BANK2 years Service code 27 · EIN 64-0180810 | Advisory (Plan) | $49,583 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,243 | $69,159-2.8% | $125,195-46.3% | $67,582-0.5% |
| Participation rate | 93.6% | 78.2%+15.4pp | 79.8%+13.8pp | 71.3%+22.3pp |
| Annual return | 17.92% | 27.12%-9.2pp | 43.79%-25.9pp | 378.57%-360.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,587 | $3,700+24.0% | $4,937-7.1% | $3,539+29.6% |
| Admin fee / account holder | $340 | $142+140.1% | $9,704-96.5% | $142+139.2% |