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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY1+ years Service code 10 · EIN 58-1392124 | Accounting | $24,318 |
SMITH & HOWARD, PC1+ years Service code 11 · EIN 58-1250486 | Actuarial | $7,075 |
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Employer contribution per participant 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.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 6.86% | 4.69%+2.2pp | 5.44%+1.4pp | 4.56%+2.3pp |
| Employer contribution / active EE | $91 | $15,631-99.4% | $25,481-99.6% | $15,526-99.4% |
| Participant deferral / active EE | $945 | $53+1695.1% | $65+1356.3% | $97+879.1% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |