Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921260 | Accounting | $7,596 |
SWERDLIN & COMPANY4+ years Service code 64 · EIN 58-1392124 | Recordkeeping Fees | $7,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $80,005-53.6% | $140,019-73.5% | $55,725-33.4% |
| Participation rate | 7.7% | 87.0%-79.3pp | 87.5%-79.8pp | 70.9%-63.1pp |
| Annual return | 12.23% | 0.46%+11.8pp | 651.15%-638.9pp | 244.93%-232.7pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,605-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $376 | $116+225.3% | $10,705-96.5% | $115+226.7% |