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| Provider | Service type | Compensation |
|---|---|---|
JAMISON MONEY FARMER PC3+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $17,000 |
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $16,856 |
WILLAMETTE MANAGEMENT ASSOCIATES3+ years Service code 34 · EIN 93-0577822 8600 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Valuation (appraisals, etc.) | $7,220 |
ESOP ECONOMICS2 years Service code 49 1616 WALNUT STREET · PHILADELPHIA, PA 19103 | Other Services | $2,805 |
KRIEG DEVAULT LLP1 year Service code 29 · EIN 35-1055087 ONE INDIANA SQUARE · INDIANAPOLIS, IN 462042079 | Legal | $143 |
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 | $159,731 | $57,352+178.5% | $83,831+90.5% | $64,173+148.9% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.6pp | 69.6%+27.1pp |
| Annual return | 3.29% | 11.38%-8.1pp | 850.99%-847.7pp | 7.63%-4.3pp |
| Employer contribution / active EE | $5,495 | $2,546+115.9% | $3,631+51.3% | $2,381+130.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $419 | $4,046-89.6% | $5,479-92.4% | $4,887-91.4% |