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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $12,793 |
ASCIB, L.P.1+ years Service code 34 · EIN 75-2840581 | Valuation (appraisals, etc.); Direct ... | $5,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,911 | $70,667-80.3% | $123,105-88.7% | $52,331-73.4% |
| Participation rate | 96.2% | 83.7%+12.5pp | 86.8%+9.4pp | 68.1%+28.1pp |
| Annual return | 20.11% | 6.23%+13.9pp | 13.22%+6.9pp | 4.54%+15.6pp |
| Employer contribution / active EE | $984 | $2,946-66.6% | $5,151-80.9% | $1,882-47.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $128 | $506-74.7% | $9,014-98.6% | $592-78.3% |