Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JAMISON MONEY FARMER PC4+ years Filed as: JAMISONMONEYFARMER PC Service code 10 · EIN 63-0933119 2200 JACK WARNER PARKWAY · TUSCALOOSA, AL 35401 | Accounting | $15,000 |
SWERDLIN & COMPANY4+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $6,074 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,962 | $65,364+85.1% | $92,909+30.2% | $72,975+65.8% |
| Participation rate | 86.4% | 68.3%+18.1pp | 76.0%+10.4pp | 69.5%+16.9pp |
| Annual return | 7.29% | 42.11%-34.8pp | 109.44%-102.1pp | 81.01%-73.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $634 | $4,251-85.1% | $5,795-89.1% | $5,124-87.6% |