Filed April 29, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY7 years Filed as: ARGENT Service code 21 · EIN 62-1437218 | Bank Trustee | $27,718 |
Annual investment return 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 | $21,007 | $48,698-56.9% | $93,606-77.6% | $199,593-89.5% |
| Participation rate | 94.6% | 63.5%+31.1pp | 68.7%+25.9pp | 72.0%+22.7pp |
| Annual return | -29.35% | 15.34%-44.7pp | 133.20%-162.5pp | 34.25%-63.6pp |
| Employer contribution / active EE | $613 | $1,135-46.0% | $2,420-74.7% | $3,034-79.8% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $7 | $195-96.2% | $8,285-99.9% | $269-97.3% |