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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK1+ years Filed as: BANCORPSOUTH Service code 21 · EIN 64-0782370 | Bank Trustee | $47,290 |
HOLLIDAY, LEMONS AND COX1+ years Service code 10 · EIN 75-2240394 2001 MOORES LANE · TEXARKANA, TX 75503 | Accounting | $17,170 |
BVAGROUP1+ years Service code 34 · EIN 06-1762342 7250 DALLAS PARKWAY · PLANO, TX 75024 | Valuation (appraisals, etc.) | $10,350 |
WERNTZ & ASSOCIATES1+ years Filed as: WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 P. O. BOX 5606 · SHREVEPORT, LA 711355606 | Recordkeeping | $8,718 |
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.
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 | $29,211 | $63,924-54.3% | $108,582-73.1% | $55,167-47.0% |
| Participation rate | 98.2% | 74.3%+23.9pp | 79.6%+18.6pp | 69.0%+29.2pp |
| Annual return | 0.06% | 15.31%-15.2pp | -51.70%+51.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,422 | $1,879+28.9% | $3,758-35.6% | $1,963+23.4% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $329 | $618-46.8% | $7,645-95.7% | $504-34.7% |