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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2 years Service code 25 · EIN 62-1437218 | Directed Trustee | $28,930 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $22,859 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $12,734 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,917 | $88,874-57.3% | $123,553-69.3% | $75,289-49.6% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.3%+16.6pp | 72.4%+26.4pp |
| Annual return | 8.48% | 4.22%+4.3pp | 119.21%-110.7pp | -0.04%+8.5pp |
| Employer contribution / active EE | $2,209 | $3,256-32.1% | $4,628-52.3% | $2,405-8.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $54 | $95-43.1% | $9,284-99.4% | $102-47.4% |