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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,107 |
ICOM ADVISORS LLC1 year Filed as: ICOM ADVISORS, LLC Service code 27 · EIN 27-3622499 | Advisory (Plan) | $12,435 |
CADENCE BANK2 years Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $6,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,635 | $47,135-43.5% | $149,717-82.2% | $74,440-64.2% |
| Participation rate | 69.6% | 63.4%+6.2pp | 78.8%-9.2pp | 70.7%-1.1pp |
| Annual return | 12.79% | 22.75%-10.0pp | 134.41%-121.6pp | 34.37%-21.6pp |
| Employer contribution / active EE | $632 | $1,906-66.9% | $4,820-86.9% | $2,638-76.1% |
| Participant deferral / active EE | $1,494 | $2,728-45.2% | $5,682-73.7% | $4,529-67.0% |
| Admin fee / account holder | $187 | $343-45.4% | $13,213-98.6% | $348-46.2% |