Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY3+ years Service code 64 · EIN 58-1392124 | Recordkeeping Fees | $6,881 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921260 | Accounting | $4,301 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,045 | $81,537-59.5% | $149,718-77.9% | $69,631-52.5% |
| Participation rate | 7.8% | 86.1%-78.3pp | 87.1%-79.2pp | 70.7%-62.8pp |
| Annual return | 16.83% | 22.79%-6.0pp | 1501.63%-1484.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $287 | $107+168.3% | $11,283-97.5% | $110+159.6% |