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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY4 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $8,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $315,763 | $64,176+392.0% | $112,263+181.3% | $66,949+371.6% |
| Participation rate | 55.5% | 68.4%-13.0pp | 75.1%-19.6pp | 69.8%-14.4pp |
| Annual return | 9.63% | -13.80%+23.4pp | 27.49%-17.9pp | 1.57%+8.1pp |
| Employer contribution / active EE | $459 | $3,007-84.7% | $3,636-87.4% | $2,545-82.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $62 | $626-90.1% | $6,410-99.0% | $594-89.5% |