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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK2+ years Filed as: BANCORPSOUTH Service code 21 · EIN 64-0782370 | Bank Trustee | $35,547 |
HOLLIDAY, LEMONS AND COX2+ years Service code 10 · EIN 75-2240394 2001 MOORES LANE · TEXARKANA, TX 75503 | Accounting | $19,950 |
BVAGROUP2+ years Service code 34 · EIN 06-1762342 7250 DALLAS PARKWAY · PLANO, TX 75024 | Valuation (appraisals, etc.) | $11,029 |
WERNTZ & ASSOCIATES2+ years Filed as: WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 P. O. BOX 5606 · SHREVEPORT, LA 711355606 | Recordkeeping | $8,993 |
Annual investment return 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 | $29,880 | $71,666-58.3% | $117,861-74.6% | $69,631-57.1% |
| Participation rate | 99.6% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+28.9pp |
| Annual return | 12.60% | 18.86%-6.3pp | 335.11%-322.5pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $2,310 | $1,889+22.3% | $3,786-39.0% | $2,032+13.7% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $265 | $120+120.2% | $8,021-96.7% | $110+139.9% |