Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY3+ years Service code 10 · EIN 58-1392124 | Accounting | $15,860 |
SMITH & HOWARD, PC3+ years Service code 11 · EIN 58-1250486 | Actuarial | $11,310 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -1.07% | -2.83%+1.8pp | 12.68%-13.8pp | 10.56%-11.6pp |
| Employer contribution / active EE | $0 | $11,770-100.0% | $22,860-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $1,032 | $39+2533.6% | $123+740.6% | $62+1561.5% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |