Filed April 29, 2022 (most recent of 2 filings on file)
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 & COMPANY1+ years Service code 64 · EIN 58-1392124 | Recordkeeping Fees | $6,793 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921260 | Accounting | $5,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,703 | $68,413-74.1% | $123,106-85.6% | $55,191-67.9% |
| Participation rate | 8.9% | 84.5%-75.6pp | 86.8%-77.9pp | 69.2%-60.3pp |
| Annual return | 4.51% | 6.30%-1.8pp | 13.22%-8.7pp | 10.78%-6.3pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $209 | $88+137.7% | $9,015-97.7% | $91+129.9% |