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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY2+ years Service code 10 · EIN 58-1392124 | Accounting | $33,266 |
SMITH & HOWARD, PC2+ years Service code 11 · EIN 58-1250486 | Actuarial | $17,556 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 9.18% | 11.14%-2.0pp | 16.78%-7.6pp | 10.41%-1.2pp |
| Employer contribution / active EE | $10,939 | $14,043-22.1% | $26,328-58.5% | $14,691-25.5% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |