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| Provider | Service type | Compensation |
|---|---|---|
NOBLE-DAVIS CONSULTING, INC.6+ years Service code 13 · EIN 34-1723189 6190 COCHRAN RD. SUITE D · SOLON, OH 44139 | Contract Administrator | $10,436 |
BKD, LLP6+ years Filed as: DIXON, HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,135 |
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 | $16,473 | $54,573-69.8% | $90,965-81.9% | $73,493-77.6% |
| Participation rate | 93.9% | 61.2%+32.7pp | 69.0%+24.9pp | 70.7%+23.2pp |
| Annual return | 7.69% | 16.69%-9.0pp | 134.57%-126.9pp | 28.51%-20.8pp |
| Employer contribution / active EE | $458 | $991-53.8% | $2,122-78.4% | $2,270-79.8% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $128 | $521-75.4% | $5,960-97.9% | $513-75.0% |