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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES4+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
Service code 10 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Accounting | $14,133 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $12,100 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $10,990 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,259 | $98,982-86.6% | $162,163-91.8% | $65,185-79.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 5.06% | 24.84%-19.8pp | 115.59%-110.5pp | 29.38%-24.3pp |
| Employer contribution / active EE | $3,085 | $3,467-11.0% | $5,614-45.1% | $2,177+41.7% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $244 | $596-59.1% | $10,843-97.8% | $847-71.2% |