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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY5+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $17,377 |
JAMISON MONEY FARMER PC5+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $16,000 |
WILLAMETTE MANAGEMENT ASSOCIATES5+ years Service code 34 · EIN 93-0577822 8600 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Valuation (appraisals, etc.) | $9,773 |
ESOP ECONOMICS4 years Service code 49 1616 WALNUT STREET · PHILADELPHIA, PA 19103 | Other Services | $2,805 |
KRIEG DEVAULT LLP3 years Service code 29 · EIN 35-1055087 ONE INDIANA SQUARE · INDIANAPOLIS, IN 462042079 | Legal | $2,674 |
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 | $187,003 | $72,273+158.7% | $101,275+84.6% | $79,856+134.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.69% | 22.30%-11.6pp | 46.48%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $9,091 | $2,691+237.8% | $3,660+148.4% | $2,471+267.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $910 | $4,401-79.3% | $5,948-84.7% | $5,306-82.8% |