Filed April 29, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3 years Service code 21 · EIN 62-1437218 | Bank Trustee | $29,368 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,084 | $48,166-14.7% | $96,562-57.5% | $93,030-55.8% |
| Participation rate | 95.7% | 65.1%+30.6pp | 69.8%+25.9pp | 73.9%+21.8pp |
| Annual return | 15.25% | 21.31%-6.1pp | 37.78%-22.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $0 | $1,070-100.0% | $2,356-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $2,576-100.0% | $3,849-100.0% | $4,562-100.0% |
| Admin fee / account holder | $9 | $110-92.1% | $6,181-99.9% | $152-94.3% |