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| Provider | Service type | Compensation |
|---|---|---|
APPLE GROWTH PARTNERS1 year Service code 10 · EIN 81-4504770 24500 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $9,818 |
D'AMORE TATMAN GROUP LLC3+ years Service code 10 · EIN 34-1904516 3659 GREEN ROAD · BEACHWOOD, OH 44122 | Accounting | $9,750 |
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.
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 | $14,727 | $63,314-76.7% | $91,004-83.8% | $62,293-76.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.73% | 21.00%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $511 | $2,944-82.6% | $3,548-85.6% | $3,169-83.9% |
| Admin fee / account holder | $83 | $468-82.3% | $5,417-98.5% | $479-82.7% |