Filed November 3, 2015
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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY3+ years Service code 15 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $15,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $14,486 | $43,999-67.1% | $79,467-81.8% | $55,725-74.0% |
| Participation rate | 34.9% | 66.9%-32.0pp | 73.3%-38.5pp | 70.9%-36.0pp |
| Annual return | 17.90% | 1.81%+16.1pp | 718.30%-700.4pp | 244.93%-227.0pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,132 | $2,538-55.4% | $3,704-69.4% | $3,356-66.3% |
| Admin fee / account holder | $52 | $118-55.4% | $5,104-99.0% | $115-54.5% |