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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY1+ years Service code 11 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Actuarial | $70,792 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: DEUTSCHE BANK Service code 28 · EIN 13-3645372 | Investment Management | $46,611 |
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Annual investment return 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 | $50,327-100.0% | $313,292-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.7%-35.7pp | 15.7%-15.7pp |
| Annual return | -11.95% | -2.27%-9.7pp | -2.79%-9.2pp | -7.14%-4.8pp |
| Employer contribution / active EE | $8,132 | $13,002-37.5% | $39,327-79.3% | $14,613-44.4% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $15,115-100.0% | $1,191-100.0% |