Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY4+ years Service code 11 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Actuarial | $54,144 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 2095 LAKESIDE CENTRE · KNOXVILLE, TN 37922 | Accounting | $17,890 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -0.25% | -1.12%+0.9pp | -2.18%+1.9pp | 0.19%-0.4pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |