Filed April 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2 years Filed as: ARGENT TRUST Service code 21 · EIN 37-1865831 3102 WEST END AVE STE 775 · NASHVILLE, TN 37203 | Bank Trustee | $6,478 |
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 | $54,522 | $40,435+34.8% | $80,627-32.4% | $74,460-26.8% |
| Participation rate | 59.3% | 47.4%+12.0pp | 67.0%-7.7pp | 70.7%-11.4pp |
| Annual return | 24.93% | 165.19%-140.3pp | 936.76%-911.8pp | 34.38%-9.5pp |
| Employer contribution / active EE | $887 | $1,498-40.8% | $2,723-67.4% | $2,638-66.4% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $6 | $721-99.2% | $5,381-99.9% | $348-98.3% |