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| Provider | Service type | Compensation |
|---|---|---|
JAMISON MONEY FARMER PC1+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $16,000 |
WILLAMETTE MANAGEMENT ASSOCIATES1+ years Service code 34 · EIN 93-0577822 8600 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Valuation (appraisals, etc.) | $13,939 |
SWERDLIN & COMPANY1+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $11,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,791 | $56,894+175.6% | $84,753+85.0% | $62,881+149.3% |
| Participation rate | 99.0% | 68.5%+30.4pp | 76.6%+22.4pp | 69.3%+29.7pp |
| Annual return | 6.12% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,102 | $2,400+112.6% | $3,574+42.7% | $2,281+123.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $355 | $3,581-90.1% | $5,333-93.3% | $4,296-91.7% |