Filed April 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3 years Filed as: ARGENT TRUST Service code 21 · EIN 37-1865831 3102 WEST END AVE STE 775 · NASHVILLE, TN 37203 | Bank Trustee | $13,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,760 | $45,022+19.4% | $85,240-36.9% | $200,096-73.1% |
| Participation rate | 38.0% | 45.8%-7.9pp | 67.5%-29.6pp | 72.0%-34.1pp |
| Annual return | -0.76% | 21.00%-21.8pp | 66.75%-67.5pp | 34.26%-35.0pp |
| Employer contribution / active EE | $804 | $1,374-41.5% | $2,735-70.6% | $3,038-73.5% |
| Participant deferral / active EE | $0 | $2,682-100.0% | $4,527-100.0% | $5,090-100.0% |
| Admin fee / account holder | $14 | $585-97.7% | $6,165-99.8% | $269-95.0% |