Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CADENCE BANK2 years Service code 21 · EIN 64-0782370 | Bank Trustee | $26,716 |
Filed as: ROZIER MCKAY & WILLIS Service code 10 · EIN 72-0949765 | Accounting | $12,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,276 | $89,465-50.5% | $165,100-73.2% | $77,762-43.1% |
| Participation rate | 99.6% | 78.6%+20.9pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 34.03% | 28.86%+5.2pp | 70.21%-36.2pp | 31.27%+2.8pp |
| Employer contribution / active EE | $514 | $2,565-79.9% | $4,348-88.2% | $2,728-81.1% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $72 | $340-78.8% | $12,696-99.4% | $433-83.4% |