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| Provider | Service type | Compensation |
|---|---|---|
TRUSTMARK NATIONAL BANK5+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $83,039 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,599 | $82,979-24.6% | $102,383-38.9% | $77,714-19.4% |
| Participation rate | 52.2% | 71.5%-19.4pp | 74.5%-22.3pp | 70.6%-18.4pp |
| Annual return | 19.69% | 19.11%+0.6pp | 24.94%-5.2pp | 31.26%-11.6pp |
| Employer contribution / active EE | $845 | $3,554-76.2% | $3,870-78.2% | $2,727-69.0% |
| Participant deferral / active EE | $3,597 | $4,109-12.5% | $5,060-28.9% | $4,649-22.6% |
| Admin fee / account holder | $739 | $639+15.8% | $8,391-91.2% | $433+70.6% |