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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 305 S. VIENNA ST · RUSTON, LA 71270 | Investment Management | $47,420 |
MCKINLEY CARTER WEALTH SERVICES3+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $46,404 |
GAMBLE JONES MURPHY BRENT3+ years Service code 28 · EIN 95-4249094 301 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $30,317 |
JANNEY MONTGOMERY SCOTT LLC3+ years Filed as: JANNEY MONGTOMERY SCOTT Service code 28 | Investment Management | $15,748 |
MATTHEW COLLINS2 years Filed as: MATTHEW MATHIAS Service code 28 | Investment Management | $7,328 |
AMERICAN FUNDS3+ years Filed as: AMERICAN FUNDS RECORDKEEPER DIRECT Service code 15 · EIN 95-6817943 C/O CAPITAL BANK AND TRUST COMPANY · INDIANAPOLIS, IN 462066040 | Recordkeeping | $2,885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,106 | $80,753+223.3% | $136,298+91.6% | $62,293+319.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.97% | 35.83%-16.9pp | 5156.27%-5137.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $10,097 | $2,884+250.1% | $4,696+115.0% | $2,042+394.4% |
| Participant deferral / active EE | $6,459 | $5,164+25.1% | $6,247+3.4% | $3,169+103.8% |
| Admin fee / account holder | $1,077 | $525+105.0% | $9,244-88.3% | $479+124.7% |