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| Provider | Service type | Compensation |
|---|---|---|
D'AMORE TATMAN GROUP LLC4+ years Service code 10 · EIN 34-1904516 3659 GREEN ROAD · BEACHWOOD, OH 44122 | Accounting | $8,750 |
APPLE GROWTH PARTNERS2 years Service code 10 · EIN 81-4504770 24500 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $7,250 |
Participant 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 | $13,087 | $58,093-77.5% | $80,022-83.6% | $56,289-76.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -4.35% | 34.63%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $641 | $3,136-79.6% | $3,686-82.6% | $3,350-80.9% |
| Admin fee / account holder | $66 | $623-89.5% | $6,521-99.0% | $521-87.4% |