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| 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 | $89,435-50.5% | $164,975-73.2% | $77,714-43.0% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 34.03% | 28.82%+5.2pp | 70.12%-36.1pp | 31.26%+2.8pp |
| Employer contribution / active EE | $514 | $2,563-79.9% | $4,343-88.2% | $2,727-81.1% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $72 | $340-78.8% | $12,688-99.4% | $433-83.4% |