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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2 years Service code 21 · EIN 62-1437218 1100 ABERNATHY RD · ATLANTA, GA 30328 | Bank Trustee | $68,546 |
CROWE LLP1 year Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $53,523 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $35,500 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $165,407-100.0% | $149,751-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 15.89% | 348.32%-332.4pp | 276.71%-260.8pp | 303.00%-287.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,812-100.0% | $9,312-100.0% | $11,252-100.0% |