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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,760 | $44,897+19.7% | $84,966-36.7% | $199,593-73.1% |
| Participation rate | 38.0% | 45.7%-7.7pp | 67.5%-29.5pp | 72.0%-34.0pp |
| Annual return | -0.76% | 20.96%-21.7pp | 66.38%-67.1pp | 34.25%-35.0pp |
| Employer contribution / active EE | $804 | $1,365-41.1% | $2,727-70.5% | $3,034-73.5% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $14 | $584-97.7% | $6,149-99.8% | $269-95.0% |