Filed May 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY6+ years Filed as: ARGENT TRUST CO Service code 21 · EIN 62-1437218 | Bank Trustee | $62,151 |
STOUT, CAUSEY & HORNING, P.A.6+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 62-1437218 | Valuation (appraisals, etc.) | $34,290 |
ARONSON LLC6+ years Service code 10 · EIN 37-1611326 | Accounting | $31,725 |
FINDLEY4 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $31,407 |
ISLER DARE, P.C.6+ years Filed as: ISLER DARE PC Service code 29 · EIN 54-1844836 | Legal | $3,265 |
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 | $194,975 | $99,957+95.1% | $149,745+30.2% | $73,497+165.3% |
| Participation rate | 88.8% | 75.7%+13.1pp | 82.5%+6.4pp | 70.7%+18.2pp |
| Annual return | 21.71% | 53.87%-32.2pp | 276.72%-255.0pp | 28.51%-6.8pp |
| Employer contribution / active EE | $12,727 | $3,191+298.8% | $4,646+174.0% | $2,270+460.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $747 | $551+35.7% | $9,312-92.0% | $513+45.6% |