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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $15,100 |
ASCIB, L.P.2+ years Service code 34 · EIN 75-2840581 | Direct payment from the plan; Valuati... | $5,500 |
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 | $16,744 | $74,089-77.4% | $133,975-87.5% | $55,167-69.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 16.00% | 12.11%+3.9pp | 29.29%-13.3pp | 169.23%-153.2pp |
| Employer contribution / active EE | $1,298 | $3,064-57.6% | $5,211-75.1% | $1,963-33.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $146 | $458-68.2% | $9,324-98.4% | $504-71.1% |