Filed April 29, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3 years Filed as: ARGENT Service code 21 · EIN 12-1311219 | Bank Trustee | $34,344 |
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 | $36,874 | $43,466-15.2% | $90,951-59.5% | $90,288-59.2% |
| Participation rate | 94.6% | 62.5%+32.1pp | 69.0%+25.6pp | 73.4%+21.2pp |
| Annual return | 61.66% | 25.26%+36.4pp | 134.60%-72.9pp | 53.97%+7.7pp |
| Employer contribution / active EE | $339 | $840-59.7% | $2,122-84.0% | $2,524-86.6% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,232-100.0% |
| Admin fee / account holder | $10 | $92-88.7% | $5,959-99.8% | $114-90.9% |