Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY3+ years Service code 11 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Actuarial | $51,037 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 2095 LAKESIDE CENTRE · KNOXVILLE, TN 37922 | Accounting | $10,301 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | -0.33% | 13.03%-13.4pp | 10.36%-10.7pp | 23.90%-24.2pp |
| Employer contribution / active EE | $10,047 | $15,779-36.3% | $37,738-73.4% | $16,539-39.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |