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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY1+ years Service code 13 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Contract Administrator | $11,746 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 101 N. TRYON STREET · CHARLOTTE, NC 28246 | Accounting | $11,127 |
FIRST MERCANTILE TRUST COMPANY1+ years Filed as: FIRST MERCANTILE Service code 15 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $1,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,099 | $45,566-47.1% | $64,105-62.4% | $59,633-59.6% |
| Participation rate | 35.1% | 60.2%-25.1pp | 68.2%-33.1pp | 68.7%-33.6pp |
| Annual return | -4.97% | 4.95%-9.9pp | 791.24%-796.2pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,199 | $2,057-41.7% | $2,822-57.5% | $3,192-62.4% |
| Admin fee / account holder | $415 | $3,268-87.3% | $4,499-90.8% | $4,297-90.3% |