Filed April 29, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY5+ years Service code 11 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Actuarial | $48,008 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 2095 LAKESIDE CENTRE · KNOXVILLE, TN 37922 | Accounting | $6,875 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 0.05% | 33.70%-33.6pp | 14.64%-14.6pp | 53.27%-53.2pp |
| Employer contribution / active EE | $12,876 | $14,473-11.0% | $41,831-69.2% | $14,774-12.8% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |