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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $15,736 |
SWERDLIN & COMPANY2 years Filed as: SWERDLIN AND COMPANY Service code 13 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $4,175 |
ERISA SERVICES, INC.1 year Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $3,700 |
Filed as: NORTHWESTERN MUTUAL Service code 28 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Investment Management | $2,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,269 | $79,223-55.5% | $102,460-65.6% | $74,478-52.6% |
| Participation rate | 48.3% | 74.8%-26.4pp | 76.5%-28.2pp | 67.2%-18.9pp |
| Annual return | 8.92% | 54.98%-46.1pp | 29.47%-20.6pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $705 | $2,363-70.1% | $3,025-76.7% | $2,626-73.1% |
| Participant deferral / active EE | $1,647 | $4,417-62.7% | $5,056-67.4% | $4,350-62.1% |
| Admin fee / account holder | $179 | $2,003-91.1% | $9,460-98.1% | $1,946-90.8% |