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| Provider | Service type | Compensation |
|---|---|---|
ARGENT FINANCIAL GROUP5+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $36,370 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $25,864 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $15,389 |
SWERDLIN & COMPANY5+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $814 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,741 | $66,650-10.4% | $92,915-35.7% | $67,582-11.6% |
| Participation rate | 99.8% | 72.5%+27.3pp | 76.0%+23.8pp | 71.3%+28.6pp |
| Annual return | 27.73% | 92.64%-64.9pp | 109.45%-81.7pp | 378.57%-350.8pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $132 | $199-33.7% | $5,796-97.7% | $142-7.2% |