Filed June 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT6+ years Service code 27 · EIN 27-5022450 P.O. BOX 636 · MANSFIELD, OH 449010636 | Advisory (Plan) | $27,264 |
PROTPA6+ years Service code 13 · EIN 90-0666716 P.O. BOX 636 · MANSFIELD, OH 449010636 | Contract Administrator | $24,982 |
CROWE LLP6+ years Filed as: CROWE HORWATH LLP Service code 19 · EIN 35-0921680 155 W NATIONWIDE BLVD SUITE 500 · COLUMBUS, OH 432152570 | Securities Custodian | $11,750 |
LT TRUST COMPANY5 years Filed as: MG TRUST COMPANY Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $5,453 |
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 | $82,226 | $136,307-39.7% | $177,848-53.8% | $73,497+11.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 12.74% | 18.68%-5.9pp | 48.33%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,778 | $3,712-25.2% | $5,919-53.1% | $2,270+22.4% |
| Participant deferral / active EE | $3,002 | $5,829-48.5% | $7,714-61.1% | $3,740-19.7% |
| Admin fee / account holder | $440 | $596-26.2% | $12,431-96.5% | $513-14.3% |