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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1+ years Filed as: ARGENT TRUST CO. Service code 20 · EIN 72-1173060 | Trustee (individual) | $135,357 |
Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $6,000 |
HEARD MCELROY & VESTAL, LLC1+ years Filed as: HEARD, MCELROY AND VESTAL, LLC Service code 10 · EIN 72-0398470 | Accounting | $5,800 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -1.63% | -1.43%-0.2pp | -1.10%-0.5pp | -7.14%+5.5pp |
| Employer contribution / active EE | $3,361 | $13,548-75.2% | $27,248-87.7% | $14,613-77.0% |
| Participant deferral / active EE | $5,351 | $233+2200.0% | $105+5019.0% | $60+8793.6% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |