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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY6 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $15,082 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,418 | $80,731+239.9% | $103,374+165.5% | $74,546+268.1% |
| Participation rate | 72.0% | 65.7%+6.3pp | 74.5%-2.5pp | 67.2%+4.8pp |
| Annual return | -10.83% | 27.56%-38.4pp | 24.89%-35.7pp | 1366.03%-1376.9pp |
| Employer contribution / active EE | $880 | $3,158-72.1% | $3,869-77.3% | $2,624-66.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $105 | $2,369-95.5% | $8,394-98.7% | $1,944-94.6% |