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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $34,611 |
ARGENT FINANCIAL GROUP3+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $28,880 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $15,516 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 201 N ILLINOIS STREET · INDIANAPOLIS, IN 46244 | Accounting | $7,124 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,396 | $60,545-23.4% | $92,240-49.7% | $69,631-33.4% |
| Participation rate | 99.6% | 72.2%+27.5pp | 76.5%+23.1pp | 70.7%+28.9pp |
| Annual return | 20.34% | 19.71%+0.6pp | 176.29%-156.0pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,009 | $2,633-61.7% | $3,680-72.6% | $2,032-50.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $129 | $145-10.8% | $5,194-97.5% | $110+16.9% |