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| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY4+ years Service code 13 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Contract Administrator | $16,842 |
ELLIOTT DAVIS, LLC4+ years Filed as: ELLIOTT DAVIS DECOSIMO PLLC Service code 10 · EIN 57-0381582 | Accounting | $16,166 |
APPLIED ECONOMICS4+ years Service code 34 400 GALLERIA PARKWAY, SUITE 1950 · ATLANTA, GA 30339 | Valuation (appraisals, etc.); Direct ... | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 reported corrective distributions (failed ADP/ACP testing).
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 | $22,391 | $73,102-69.4% | $123,553-81.9% | $56,289-60.2% |
| Participation rate | 39.8% | 74.3%-34.5pp | 82.3%-42.5pp | 69.9%-30.0pp |
| Annual return | -44.58% | 3.01%-47.6pp | 119.21%-163.8pp | -9.96%-34.6pp |
| Employer contribution / active EE | $7,044 | $2,977+136.6% | $4,628+52.2% | $2,111+233.7% |
| Participant deferral / active EE | $1,317 | $5,423-75.7% | $6,426-79.5% | $3,350-60.7% |
| Admin fee / account holder | $317 | $554-42.7% | $9,284-96.6% | $521-39.1% |