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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $14,886 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $321,657 | $69,383+363.6% | $101,275+217.6% | $73,497+337.6% |
| Participation rate | 91.5% | 68.4%+23.2pp | 75.8%+15.7pp | 70.7%+20.8pp |
| Annual return | 14.38% | 18.46%-4.1pp | 46.48%-32.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,426 | $2,628-7.7% | $3,660-33.7% | $2,270+6.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $120 | $704-82.9% | $5,948-98.0% | $513-76.6% |