Filed November 3, 2015
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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY1+ years Service code 15 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $15,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,691 | $39,859-65.7% | $78,676-82.6% | $57,658-76.3% |
| Participation rate | 42.9% | 66.1%-23.2pp | 73.6%-30.7pp | 70.2%-27.3pp |
| Annual return | 2.76% | 18.96%-16.2pp | 62.19%-59.4pp | 5.13%-2.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,972 | $2,248-12.3% | $3,517-43.9% | $3,061-35.6% |
| Admin fee / account holder | $57 | $76-25.7% | $4,510-98.7% | $95-40.1% |