Filed April 29, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY4 years Service code 21 · EIN 62-1437218 | Bank Trustee | $36,966 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,096 | $39,973+12.8% | $79,583-43.3% | $77,906-42.1% |
| Participation rate | 95.4% | 64.6%+30.8pp | 69.5%+25.9pp | 73.7%+21.7pp |
| Annual return | 12.01% | 3.42%+8.6pp | 0.16%+11.8pp | 12.16%-0.1pp |
| Employer contribution / active EE | $392 | $1,088-64.0% | $2,414-83.8% | $2,846-86.2% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,986-100.0% | $4,805-100.0% |
| Admin fee / account holder | $11 | $113-90.4% | $6,835-99.8% | $133-91.9% |