Filed May 20, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY5+ years Filed as: ARGENT TRUST CO Service code 21 · EIN 62-1437218 | Bank Trustee | $45,277 |
ISLER DARE, P.C.5+ years Filed as: ISLER DARE PC Service code 29 · EIN 54-1844836 | Legal | $37,201 |
STOUT, CAUSEY & HORNING, P.A.5+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 62-1437218 | Valuation (appraisals, etc.) | $29,356 |
FINDLEY3 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $26,108 |
ARONSON LLC5+ years Service code 10 · EIN 37-1611326 | Accounting | $25,856 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $165,808 | $89,652+84.9% | $141,197+17.4% | $65,186+154.4% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.5%+7.0pp | 70.2%+19.3pp |
| Annual return | 8.18% | 32.79%-24.6pp | 71.41%-63.2pp | 29.39%-21.2pp |
| Employer contribution / active EE | $11,627 | $3,065+279.4% | $4,736+145.5% | $2,177+434.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $671 | $569+18.1% | $10,265-93.5% | $847-20.8% |