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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY4+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $23,438 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $17,668 |
MILLER INDUSTRIES, INC.1 year Service code 35 · EIN 62-1566286 | Employee (plan sponsor) | $7,587 |
Filed as: TRANSAMERICA FINACIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $7,200 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 · EIN 62-1199575 | Accounting | $3,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,295 | $78,852-48.9% | $76,768-47.5% | $75,289-46.5% |
| Participation rate | 75.6% | 85.0%-9.4pp | 77.0%-1.4pp | 72.4%+3.2pp |
| Annual return | -5.99% | -1.29%-4.7pp | 2.43%-8.4pp | -0.04%-6.0pp |
| Employer contribution / active EE | $849 | $2,794-69.6% | $2,485-65.8% | $2,405-64.7% |
| Participant deferral / active EE | $2,406 | $4,800-49.9% | $3,852-37.5% | $3,739-35.6% |
| Admin fee / account holder | $48 | $79-39.6% | $6,675-99.3% | $102-53.4% |