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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3 years Filed as: ARGENT TRUST Service code 34 333 TEXAS ST STE 699 · SHREVEPORT, LA 71101 | Valuation (appraisals, etc.) | $74,341 |
THE BVA GROUP2 years Filed as: THE BVA GROUP LLC Service code 34 · EIN 06-1762342 7250 DALLAS PARKWAY, SUITE 200 · PLANO, TX 75024 | Valuation (appraisals, etc.) | $13,450 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN Service code 13 · EIN 75-1793879 PO BOX 219808 · KANSAS CITY, MO 64105 | Contract Administrator | $5,959 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,982 | $122,239-18.2% | $184,200-45.7% | $74,546+34.1% |
| Participation rate | 85.7% | 85.5%+0.2pp | 86.8%-1.1pp | 67.2%+18.5pp |
| Annual return | 3.51% | 19.95%-16.4pp | 28.80%-25.3pp | 1366.03%-1362.5pp |
| Employer contribution / active EE | $1,758 | $4,537-61.3% | $6,424-72.6% | $2,624-33.0% |
| Participant deferral / active EE | $6,479 | $7,139-9.2% | $9,132-29.1% | $4,347+49.0% |
| Admin fee / account holder | $461 | $1,260-63.4% | $13,907-96.7% | $1,944-76.3% |