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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK1+ years Service code 27 C/O TRUST OPERATIONS/2ND FL/12B1 · JACKSON, MS 39201 | Advisory (Plan) | $7,068 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $11,508 | $46,360-75.2% | $147,617-92.2% | $52,331-78.0% |
| Participation rate | 68.7% | 64.9%+3.8pp | 84.6%-15.9pp | 68.1%+0.6pp |
| Annual return | 1.06% | 1.62%-0.6pp | 61.98%-60.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $37 | $2,126-98.3% | $5,564-99.3% | $1,882-98.1% |
| Participant deferral / active EE | $1,281 | $2,258-43.3% | $4,895-73.8% | $3,022-57.6% |
| Admin fee / account holder | $67 | $766-91.2% | $11,612-99.4% | $592-88.7% |