Filed June 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT5+ years Service code 27 · EIN 27-5022450 P.O. BOX 636 · MANSFIELD, OH 449010636 | Advisory (Plan) | $25,791 |
PROTPA5+ years Service code 13 · EIN 90-0666716 P.O. BOX 636 · MANSFIELD, OH 449010636 | Contract Administrator | $23,800 |
CROWE LLP5+ years Filed as: CROWE HORWATH LLP Service code 19 · EIN 35-0921680 155 W NATIONWIDE BLVD SUITE 500 · COLUMBUS, OH 432152570 | Securities Custodian | $11,609 |
LT TRUST COMPANY4 years Filed as: MG TRUST COMPANY Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $5,158 |
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 | $77,410 | $98,982-21.8% | $162,185-52.3% | $65,186+18.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 22.48% | 24.84%-2.4pp | 115.61%-93.1pp | 29.39%-6.9pp |
| Employer contribution / active EE | $2,540 | $3,467-26.7% | $5,613-54.7% | $2,177+16.7% |
| Participant deferral / active EE | $2,776 | $5,384-48.5% | $7,297-62.0% | $3,514-21.0% |
| Admin fee / account holder | $434 | $596-27.3% | $10,844-96.0% | $847-48.8% |