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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY7+ years Filed as: ARGENT TRUST COMPANY, N.A. Service code 21 · EIN 72-1173060 6280 DELAWARE, SUITE B · BEAUMONT, TX 77706 | Bank Trustee | $106,157 |
THEOBOLD, DEMAHY & CO., P.C.7+ years Service code 10 · EIN 74-1873382 3522 CALDER AVE. · BEAUMONT, TX 77702 | Accounting | $13,850 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 1001 S. DAIRY ASHFORD, SUITE 390 · HOUSTON, TX 77077 | Recordkeeping | $6,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $239,258 | $82,674+189.4% | $125,381+90.8% | $68,486+249.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.88% | -5.97%-2.9pp | 572.31%-581.2pp | -7.85%-1.0pp |
| Employer contribution / active EE | $3,737 | $3,382+10.5% | $4,815-22.4% | $2,597+43.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,185 | $6,277-81.1% | $10,007-88.2% | $5,404-78.1% |