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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 34-1781113 | Plan Administrator | $45,733 |
COHEN & COMPANY1 year Filed as: COHEN & COMPANY LTD. Service code 10 · EIN 36-5132517 | Accounting | $15,000 |
OSWALD FINANCIAL, INC.1 year Filed as: OSWALD FINANCIAL Service code 26 1100 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Participants) | $13,562 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,078 | $89,123-83.1% | $102,460-85.3% | $77,762-80.6% |
| Participation rate | 78.8% | 80.9%-2.1pp | 76.5%+2.3pp | 70.6%+8.2pp |
| Annual return | 11.77% | 25.05%-13.3pp | 29.47%-17.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $966 | $2,700-64.2% | $3,025-68.1% | $2,728-64.6% |
| Participant deferral / active EE | $1,805 | $5,148-64.9% | $5,056-64.3% | $4,651-61.2% |
| Admin fee / account holder | $215 | $236-9.0% | $9,460-97.7% | $433-50.4% |