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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK2+ years Service code 27 · EIN 64-0782370 525 E CAPITOL ST · JACKSON, MS 39201 | Advisory (Plan) | $7,420 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,987 |
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 | $9,651 | $36,916-73.9% | $156,551-93.8% | $57,658-83.3% |
| Participation rate | 45.0% | 63.4%-18.4pp | 84.0%-39.0pp | 70.2%-25.2pp |
| Annual return | 6.16% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $30 | $1,571-98.1% | $5,501-99.4% | $1,974-98.5% |
| Participant deferral / active EE | $719 | $1,926-62.6% | $4,871-85.2% | $3,061-76.5% |
| Admin fee / account holder | $59 | $82-28.7% | $13,028-99.5% | $95-37.8% |