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| Provider | Service type | Compensation |
|---|---|---|
TRUSTMARK NATIONAL BANK3+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $63,944 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,002 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,214 | $106,236-57.4% | $112,258-59.7% | $64,814-30.2% |
| Participation rate | 64.2% | 71.7%-7.4pp | 75.1%-10.8pp | 71.5%-7.2pp |
| Annual return | -18.32% | -6.02%-12.3pp | 27.47%-45.8pp | 32.84%-51.2pp |
| Employer contribution / active EE | $768 | $3,166-75.7% | $3,636-78.9% | $2,507-69.4% |
| Participant deferral / active EE | $3,514 | $3,785-7.2% | $4,728-25.7% | $4,310-18.5% |
| Admin fee / account holder | $363 | $452-19.6% | $6,411-94.3% | $188+93.3% |