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| Provider | Service type | Compensation |
|---|---|---|
D'AMORE TATMAN GROUP LLC10+ years Service code 10 · EIN 34-1904516 3659 GREEN RD · BEACHWOOD, OH 44122 | Accounting | $11,500 |
COHEN & COMPANY1 year Service code 10 · EIN 34-1912961 1350 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,996 | $78,607-13.5% | $105,624-35.6% | $74,478-8.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 53.00% | 15.96%+37.0pp | 116.20%-63.2pp | 1370.56%-1317.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $975 | $4,325-77.5% | $5,013-80.5% | $4,350-77.6% |
| Admin fee / account holder | $73 | $2,220-96.7% | $10,961-99.3% | $1,946-96.3% |