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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,713 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $22,386 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,841 | $46,332-48.5% | $143,799-83.4% | $64,819-63.2% |
| Participation rate | 77.4% | 64.2%+13.1pp | 80.3%-2.9pp | 71.5%+5.9pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.04%-13.7pp | 32.84%-46.5pp |
| Employer contribution / active EE | $645 | $1,911-66.2% | $4,952-87.0% | $2,507-74.3% |
| Participant deferral / active EE | $1,656 | $2,647-37.5% | $5,638-70.6% | $4,311-61.6% |
| Admin fee / account holder | $204 | $154+32.8% | $14,677-98.6% | $188+8.8% |