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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY5 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $3,285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,503 | $76,696+330.9% | $96,538+242.4% | $71,529+362.1% |
| Participation rate | 90.9% | 66.6%+24.3pp | 74.3%+16.6pp | 67.9%+23.0pp |
| Annual return | 1.56% | 48.32%-46.8pp | 35.74%-34.2pp | 28.97%-27.4pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $24 | $2,030-98.8% | $6,737-99.6% | $1,588-98.5% |