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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $49,089 |
ARGENT TRUST COMPANY1 year Service code 21 · EIN 62-1437218 | Bank Trustee | $650 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,498 | $107,415-57.6% | $135,998-66.5% | $80,187-43.3% |
| Participation rate | 85.0% | 78.0%+7.0pp | 81.9%+3.1pp | 72.9%+12.1pp |
| Annual return | 4.89% | 91.99%-87.1pp | 68.37%-63.5pp | 40.40%-35.5pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $42 | $127-66.7% | $10,769-99.6% | $145-70.9% |