Filed June 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT4+ years Service code 27 · EIN 27-5022450 P.O. BOX 636 · MANSFIELD, OH 449010636 | Advisory (Plan) | $29,537 |
PROTPA4+ years Service code 13 · EIN 90-0666716 P.O. BOX 636 · MANSFIELD, OH 449010636 | Contract Administrator | $21,752 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 19 · EIN 35-0921680 155 W NATIONWIDE BLVD SUITE 500 · COLUMBUS, OH 432152570 | Securities Custodian | $11,537 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $4,923 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,701 | $79,523-22.4% | $140,019-55.9% | $56,289+9.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -7.04% | 2.39%-9.4pp | 651.17%-658.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,432 | $3,350-27.4% | $5,605-56.6% | $2,111+15.2% |
| Participant deferral / active EE | $2,770 | $5,129-46.0% | $6,927-60.0% | $3,350-17.3% |
| Admin fee / account holder | $446 | $614-27.4% | $10,705-95.8% | $521-14.4% |