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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY4+ years Service code 13 · EIN 62-1437218 3102 WEST END AVENUE · NASHVILLE, TN 37203 | Contract Administrator | $0 |
Filed as: STOUT RISIUS ROSS LLC Service code 34 · EIN 87-3592543 288 W. 19TH STREET · UPLAND, CA 91784 | Valuation (appraisals, etc.) | $0 |
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,691 | $101,317-50.0% | $146,958-65.5% | $74,495-32.0% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | -37.35% | 8730.91%-8768.3pp | 418.34%-455.7pp | 1364.94%-1402.3pp |
| Employer contribution / active EE | $5,165 | $3,810+35.6% | $4,933+4.7% | $2,623+96.9% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $414 | $1,739-76.2% | $12,998-96.8% | $1,942-78.7% |