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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY1+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $52,588 |
ARGENT FINANCIAL GROUP1+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $21,458 |
FMI CAPITAL ADVISORS, INC.1+ years Filed as: FMI CAPITAL ADVISORS Service code 34 · EIN 56-1223249 5171 GLENWOOD AVE, SUITE 200 · RALEIGH, NC 27612 | Valuation (appraisals, etc.) | $21,152 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 144 NORTH BROADWAY · LEXINGTON, KY 40507 | Accounting | $9,500 |
Employer contribution per participant 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 | $39,875 | $50,498-21.0% | $75,784-47.4% | $55,191-27.8% |
| Participation rate | 98.8% | 69.4%+29.4pp | 75.8%+23.0pp | 69.2%+29.7pp |
| Annual return | 56.18% | 1.80%+54.4pp | 9.68%+46.5pp | 10.78%+45.4pp |
| Employer contribution / active EE | $35 | $2,291-98.5% | $3,323-98.9% | $1,899-98.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $184 | $123+49.7% | $5,300-96.5% | $91+102.9% |