Filed September 16, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $44,010 |
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 | $258,269 | $96,458+167.8% | $136,294+89.5% | $77,958+231.3% |
| Participation rate | 98.2% | 75.4%+22.8pp | 81.9%+16.3pp | 71.6%+26.6pp |
| Annual return | 23.63% | 23.78%-0.1pp | 5155.94%-5132.3pp | 20.87%+2.8pp |
| Employer contribution / active EE | $2,017 | $3,144-35.8% | $4,695-57.0% | $2,310-12.7% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $32 | $80-60.1% | $9,243-99.7% | $97-67.1% |