Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3+ 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 |
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 | $72,848 | $95,417-23.7% | $135,974-46.4% | $74,460-2.2% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | -40.27% | 32.76%-73.0pp | 68.30%-108.6pp | 34.38%-74.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $8,442 | $7,789+8.4% | $7,760+8.8% | $4,530+86.4% |
| Admin fee / account holder | $278 | $266+4.5% | $10,767-97.4% | $348-20.1% |