Filed September 16, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $38,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,965 | $72,770+242.1% | $67,652+268.0% | $55,191+351.1% |
| Participation rate | 98.8% | 78.8%+20.1pp | 75.7%+23.2pp | 69.2%+29.7pp |
| Annual return | 14.19% | -3.26%+17.5pp | 6625.04%-6610.8pp | 10.78%+3.4pp |
| Employer contribution / active EE | $3,879 | $1,769+119.2% | $2,266+71.2% | $1,899+104.3% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $39 | $79-50.2% | $4,821-99.2% | $91-56.7% |