Filed June 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT2+ years Service code 27 · EIN 27-5022450 P.O. BOX 636 · MANSFIELD, OH 449010636 | Advisory (Plan) | $28,363 |
PROTPA2+ years Service code 13 · EIN 90-0666716 P.O. BOX 636 · MANSFIELD, OH 449010636 | Contract Administrator | $18,352 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 19 · EIN 35-0921680 155 W NATIONWIDE BLVD SUITE 500 · COLUMBUS, OH 432152570 | Securities Custodian | $10,300 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $4,052 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,071 | $74,089-28.4% | $133,975-60.4% | $55,167-3.8% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.1%+11.4pp | 69.0%+29.5pp |
| Annual return | 8.88% | 12.11%-3.2pp | 29.29%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,310 | $3,064-24.6% | $5,211-55.7% | $1,963+17.7% |
| Participant deferral / active EE | $2,450 | $4,678-47.6% | $6,282-61.0% | $3,054-19.8% |
| Admin fee / account holder | $418 | $458-8.7% | $9,324-95.5% | $504-17.0% |