Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY8+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $21,075 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN PEPPER HAMILTON SANDERS Service code 29 · EIN 58-0946915 | Legal | $3,500 |
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 | $22,074 | $102,661-78.5% | $151,645-85.4% | $66,949-67.0% |
| Participation rate | 98.6% | 85.5%+13.0pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | 0.67% | -10.81%+11.5pp | 3.34%-2.7pp | 1.57%-0.9pp |
| Employer contribution / active EE | $1,978 | $4,184-52.7% | $6,165-67.9% | $2,545-22.3% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $136 | $630-78.5% | $11,614-98.8% | $594-77.1% |