Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $10,625 |
SWERDLIN & COMPANY6+ years Service code 64 · EIN 58-1392124 | Recordkeeping Fees | $6,705 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,343 | $111,608-67.4% | $177,827-79.6% | $73,412-50.5% |
| Participation rate | 5.3% | 87.9%-82.6pp | 87.7%-82.4pp | 72.2%-66.9pp |
| Annual return | -9.53% | 18.23%-27.8pp | 48.32%-57.8pp | 59.30%-68.8pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,713-100.0% | $3,806-100.0% |
| Admin fee / account holder | $444 | $166+168.4% | $12,429-96.4% | $158+181.4% |