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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY2+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $16,570 |
JAMISON MONEY FARMER PC2+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $16,000 |
WILLAMETTE MANAGEMENT ASSOCIATES2+ years Service code 34 · EIN 93-0577822 8600 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Valuation (appraisals, etc.) | $13,458 |
ESOP ECONOMICS1 year Service code 49 1616 WALNUT STREET · PHILADELPHIA, PA 19103 | Other Services | $5,250 |
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.
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 | $154,625 | $63,346+144.1% | $92,240+67.6% | $70,126+120.5% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | -4.73% | 530.19%-534.9pp | 176.29%-181.0pp | 73.15%-77.9pp |
| Employer contribution / active EE | $5,376 | $2,471+117.6% | $3,680+46.1% | $2,343+129.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $425 | $3,841-88.9% | $5,194-91.8% | $4,645-90.9% |