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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY9+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $28,805 |
Annual investment return 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 | $19,375 | $130,294-85.1% | $170,057-88.6% | $71,529-72.9% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 4.92% | 20.36%-15.4pp | 53.42%-48.5pp | 28.97%-24.1pp |
| Employer contribution / active EE | $2,590 | $4,385-40.9% | $6,790-61.9% | $2,5900% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $154 | $966-84.1% | $12,826-98.8% | $1,588-90.3% |