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| Provider | Service type | Compensation |
|---|---|---|
D'AMORE TATMAN GROUP LLC7+ years Service code 10 · EIN 34-1904516 3659 GREEN ROAD · BEACHWOOD, OH 44122 | Accounting | $10,000 |
APPLE GROWTH PARTNERS5 years Service code 10 · EIN 81-4504770 24500 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $6,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $544,443 | $79,428+585.5% | $106,548+411.0% | $79,386+585.8% |
| Participation rate | 4.4% | 74.1%-69.7pp | 76.1%-71.7pp | 70.7%-66.3pp |
| Annual return | 36.91% | 18.27%+18.6pp | 26.80%+10.1pp | 116.85%-79.9pp |
| Employer contribution / active EE | $904 | $2,234-59.5% | $2,819-67.9% | $2,427-62.8% |
| Participant deferral / active EE | $646 | $3,823-83.1% | $4,398-85.3% | $4,046-84.0% |
| Admin fee / account holder | $1,306 | $523+149.7% | $7,407-82.4% | $626+108.5% |