Filed April 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1 year Filed as: ARGENT TRUST Service code 21 · EIN 37-1865831 3102 WEST END AVE STE 775 · NASHVILLE, TN 37203 | Bank Trustee | $7,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,353 | $34,634+25.2% | $77,096-43.8% | $64,819-33.1% |
| Participation rate | 53.6% | 49.8%+3.8pp | 67.9%-14.3pp | 71.5%-17.9pp |
| Annual return | 4.09% | -5.31%+9.4pp | 42.35%-38.3pp | 32.84%-28.7pp |
| Employer contribution / active EE | $3,445 | $1,385+148.8% | $2,814+22.4% | $2,507+37.4% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,429-100.0% | $4,311-100.0% |
| Admin fee / account holder | $6 | $178-96.4% | $5,428-99.9% | $188-96.6% |