Filed September 16, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1 year Filed as: ARGENT Service code 24 · EIN 62-1437218 | Discretionary Trustee | $69,152 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $277,392 | $101,523+173.2% | $141,162+96.5% | $77,787+256.6% |
| Participation rate | 97.8% | 77.4%+20.4pp | 82.5%+15.3pp | 73.2%+24.6pp |
| Annual return | 13.82% | 56.22%-42.4pp | 71.39%-57.6pp | 32.57%-18.8pp |
| Employer contribution / active EE | $1,428 | $3,341-57.3% | $4,735-69.8% | $2,504-43.0% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $41 | $92-55.3% | $10,261-99.6% | $100-59.1% |