Filed November 3, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY4+ years Service code 15 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $9,215 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,193 | $54,237-75.7% | $90,324-85.4% | $67,582-80.5% |
| Participation rate | 33.2% | 68.6%-35.4pp | 73.3%-40.0pp | 71.3%-38.0pp |
| Annual return | 2.20% | 37.27%-35.1pp | 78.15%-76.0pp | 378.57%-376.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,214 | $2,625-53.8% | $3,885-68.8% | $3,539-65.7% |
| Admin fee / account holder | $67 | $123-45.9% | $5,356-98.8% | $142-53.1% |