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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 | $83,023-24.6% | $102,437-38.9% | $77,762-19.5% |
| Participation rate | 52.2% | 71.5%-19.4pp | 74.5%-22.3pp | 70.6%-18.4pp |
| Annual return | 19.69% | 19.12%+0.6pp | 24.95%-5.3pp | 31.27%-11.6pp |
| Employer contribution / active EE | $845 | $3,552-76.2% | $3,871-78.2% | $2,728-69.0% |
| Participant deferral / active EE | $3,597 | $4,110-12.5% | $5,060-28.9% | $4,651-22.7% |
| Admin fee / account holder | $739 | $639+15.7% | $8,388-91.2% | $433+70.8% |