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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY7+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $28,237 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS Service code 29 · EIN 58-0946915 | Legal | $5,248 |
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 | $27,054 | $121,341-77.7% | $189,545-85.7% | $79,389-65.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.06% | 21.08%-7.0pp | 555.36%-541.3pp | 116.89%-102.8pp |
| Employer contribution / active EE | $1,503 | $3,915-61.6% | $6,162-75.6% | $2,428-38.1% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $238 | $651-63.5% | $12,049-98.0% | $626-62.1% |