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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Plan Administrator | $39,749 |
JFS WEALTH ADVISORS2+ years Filed as: JFS WELTH ADVISORS Service code 26 1479 N HERMITAGE ROAD · HERMITAGE, PA 16148 | Advisory (Participants) | $19,090 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,350 | $37,044-64.0% | $71,796-81.4% | $57,658-76.8% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.1%+20.4pp | 70.2%+19.3pp |
| Annual return | 8.58% | 12.64%-4.1pp | 78.04%-69.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $110 | $720-84.7% | $1,924-94.3% | $1,974-94.4% |
| Participant deferral / active EE | $1,739 | $1,974-11.9% | $2,794-37.8% | $3,061-43.2% |
| Admin fee / account holder | $165 | $101+63.3% | $4,815-96.6% | $95+74.3% |