Filed September 16, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY6 years Filed as: ARGENT Service code 31 · EIN 62-1437218 | Other fees; Named fiduciary | $77,216 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,172 | $122,219+101.4% | $147,096+67.4% | $199,921+23.1% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 7.85% | 30.59%-22.7pp | 419.75%-411.9pp | 34.28%-26.4pp |
| Employer contribution / active EE | $834 | $4,096-79.6% | $4,936-83.1% | $3,035-72.5% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $42 | $179-76.6% | $13,005-99.7% | $269-84.4% |