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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY5 years Service code 21 · EIN 58-1428634 1100 ABERNATHY #550 · ATLANTA, GA 30328 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,113 | $69,511-26.5% | $94,672-46.0% | $71,529-28.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | -6.26% | 29.67%-35.9pp | 156.89%-163.1pp | 28.97%-35.2pp |
| Employer contribution / active EE | $4,651 | $2,853+63.0% | $3,673+26.6% | $2,590+79.6% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,211-99.9% | $7,222-100.0% | $1,588-100.0% |