Filed April 29, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY6 years Filed as: ARGENT Service code 21 · EIN 62-1437218 | Bank Trustee | $31,633 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,472 | $44,626-31.7% | $86,188-64.6% | $80,160-62.0% |
| Participation rate | 95.0% | 63.5%+31.5pp | 69.0%+26.0pp | 72.9%+22.1pp |
| Annual return | -24.84% | 19.61%-44.4pp | 1168.45%-1193.3pp | 40.38%-65.2pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $8 | $133-93.6% | $6,852-99.9% | $145-94.1% |