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| Provider | Service type | Compensation |
|---|---|---|
BANCORPSOUTH BANK3+ years Service code 27 · EIN 64-0782370 | Advisory (Plan) | $7,037 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,732 |
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.
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 | $9,875 | $46,173-78.6% | $170,435-94.2% | $69,631-85.8% |
| Participation rate | 52.7% | 63.9%-11.2pp | 83.6%-30.9pp | 70.7%-17.9pp |
| Annual return | 23.28% | 21.62%+1.7pp | 205.94%-182.7pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $16 | $1,610-99.0% | $5,432-99.7% | $2,032-99.2% |
| Participant deferral / active EE | $874 | $2,080-58.0% | $4,939-82.3% | $3,224-72.9% |
| Admin fee / account holder | $39 | $116-66.3% | $13,881-99.7% | $110-64.6% |