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| Provider | Service type | Compensation |
|---|---|---|
ELLIOTT DAVIS, LLC6+ years Filed as: ELLIOTT DAVIS DECOSIMO PLLC Service code 10 · EIN 57-0381582 | Accounting | $34,898 |
SWERDLIN & COMPANY6+ years Service code 13 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Contract Administrator | $20,779 |
KRIEG DEVAULT LLP1 year Filed as: KRIEG DEVAULT Service code 29 ONE INDIANA, SUITE 2800 · INDIANAPOLIS, IN 46204 | Legal | $12,100 |
APPLIED ECONOMICS6+ years Service code 34 400 GALLERIA PARKWAY, SUITE 1950 · ATLANTA, GA 30339 | Direct payment from the plan; Valuati... | $9,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,670 | $99,957-72.3% | $149,730-81.5% | $73,493-62.4% |
| Participation rate | 54.5% | 75.7%-21.2pp | 82.5%-27.9pp | 70.7%-16.1pp |
| Annual return | -17.64% | 53.87%-71.5pp | 276.70%-294.3pp | 28.51%-46.2pp |
| Employer contribution / active EE | $7,555 | $3,191+136.8% | $4,645+62.6% | $2,270+232.8% |
| Participant deferral / active EE | $1,327 | $6,073-78.2% | $6,843-80.6% | $3,740-64.5% |
| Admin fee / account holder | $492 | $551-10.6% | $9,310-94.7% | $513-4.1% |