Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2+ years Filed as: ARGENT TRUST CO Service code 21 · EIN 62-1437218 | Bank Trustee | $54,760 |
ISLER DARE, P.C.2+ years Filed as: ISLER DARE PC Service code 29 · EIN 54-1844836 | Legal | $47,497 |
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 62-1437218 | Valuation (appraisals, etc.) | $25,737 |
BPS&M2+ years Filed as: BPS&M, LLC Service code 15 · EIN 62-0853448 | Recordkeeping | $21,849 |
ARONSON LLC2+ years Service code 10 · EIN 37-1611326 | Accounting | $17,309 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,189 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,570 | $75,183+61.7% | $123,894-1.9% | $55,167+120.4% |
| Participation rate | 90.7% | 72.8%+17.9pp | 81.4%+9.3pp | 69.0%+21.7pp |
| Annual return | 19.63% | 19.01%+0.6pp | 47.52%-27.9pp | 169.23%-149.6pp |
| Employer contribution / active EE | $5,216 | $2,823+84.7% | $4,617+13.0% | $1,963+165.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $726 | $663+9.5% | $8,357-91.3% | $504+44.0% |