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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3+ years Service code 10 101 N. TRYON STREET · CHARLOTTE, NC 28246 | Accounting | $13,131 |
SWERDLIN & COMPANY3+ years Service code 13 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Contract Administrator | $11,124 |
FIRST MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE Service code 15 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $2,060 |
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.
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 | $29,531 | $51,466-42.6% | $78,778-62.5% | $62,293-52.6% |
| Participation rate | 29.9% | 59.8%-29.9pp | 69.2%-39.3pp | 69.5%-39.6pp |
| Annual return | 10.53% | 19.96%-9.4pp | 35.62%-25.1pp | 28.90%-18.4pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,023 | $2,147-52.3% | $2,958-65.4% | $3,169-67.7% |
| Admin fee / account holder | $398 | $489-18.7% | $5,134-92.3% | $479-17.0% |