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| Provider | Service type | Compensation |
|---|---|---|
D'AMORE TATMAN GROUP LLC11+ years Service code 10 · EIN 34-1904516 3659 GREEN RD · BEACHWOOD, OH 44122 | Accounting | $12,200 |
COHEN & COMPANY2 years Service code 10 · EIN 34-1912961 1350 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $537 |
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 | $83,233 | $80,705+3.1% | $115,768-28.1% | $67,986+22.4% |
| Participation rate | 100.0% | 63.0%+37.0pp | 74.4%+25.6pp | 57.2%+42.8pp |
| Annual return | 18.32% | 18.49%-0.2pp | 100.46%-82.1pp | 31.67%-13.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,106 | $3,559-68.9% | $4,917-77.5% | $3,358-67.1% |
| Admin fee / account holder | $89 | $4,135-97.8% | $12,439-99.3% | $3,203-97.2% |