Filed September 16, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $38,993 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,411 | $63,905+293.4% | $74,183+238.9% | $57,658+336.0% |
| Participation rate | 97.9% | 79.8%+18.2pp | 76.6%+21.3pp | 70.2%+27.7pp |
| Annual return | 20.29% | 60.60%-40.3pp | 17.74%+2.6pp | 5.13%+15.2pp |
| Employer contribution / active EE | $3,059 | $1,840+66.2% | $2,370+29.0% | $1,974+55.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $34 | $91-63.0% | $5,586-99.4% | $95-64.3% |