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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,642 |
CADENCE BANK2 years Filed as: CADENCE INSURANCE, INC. Service code 49 | Other Services | $25,341 |
ALLIANCE BENEFIT GROUP8 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $13,019 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE Service code 49 · EIN 72-1381997 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,816 | $55,446+325.3% | $155,574+51.6% | $74,429+216.8% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.2pp | 67.2%+31.2pp |
| Annual return | 12.39% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $9,292 | $2,266+310.1% | $4,676+98.7% | $2,625+254.0% |
| Participant deferral / active EE | $6,057 | $2,836+113.6% | $5,629+7.6% | $4,348+39.3% |
| Admin fee / account holder | $371 | $1,743-78.7% | $15,914-97.7% | $1,944-80.9% |