Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3+ years Filed as: ARGENT TRUST CO Service code 21 · EIN 62-1437218 | Bank Trustee | $46,853 |
ISLER DARE, P.C.3+ years Filed as: ISLER DARE PC Service code 29 · EIN 54-1844836 | Legal | $21,790 |
ARONSON LLC3+ years Service code 10 · EIN 37-1611326 | Accounting | $14,442 |
STOUT, CAUSEY & HORNING, P.A.3+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 62-1437218 | Valuation (appraisals, etc.) | $13,280 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $7,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,697 | $80,753+63.1% | $136,298-3.4% | $62,293+111.4% |
| Participation rate | 97.5% | 73.5%+23.9pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 14.56% | 35.83%-21.3pp | 5156.27%-5141.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $9,209 | $2,884+219.4% | $4,696+96.1% | $2,042+350.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $416 | $525-20.9% | $9,244-95.5% | $479-13.3% |