Filed June 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PROTPA7+ years Service code 13 · EIN 90-0666716 P.O. BOX 636 · MANSFIELD, OH 449010636 | Contract Administrator | $27,915 |
ESB WEALTH MANAGEMENT7+ years Service code 27 · EIN 27-5022450 P.O. BOX 636 · MANSFIELD, OH 449010636 | Advisory (Plan) | $21,796 |
CROWE LLP7+ years Filed as: CROWE HORWATH LLP Service code 19 · EIN 35-0921680 155 W NATIONWIDE BLVD SUITE 500 · COLUMBUS, OH 432152570 | Securities Custodian | $12,100 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $6,054 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,241 | $121,341-34.7% | $189,513-58.2% | $79,386-0.2% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 16.04% | 21.08%-5.0pp | 555.15%-539.1pp | 116.85%-100.8pp |
| Employer contribution / active EE | $2,721 | $3,915-30.5% | $6,162-55.8% | $2,427+12.1% |
| Participant deferral / active EE | $2,875 | $6,395-55.1% | $8,221-65.0% | $4,046-28.9% |
| Admin fee / account holder | $438 | $651-32.8% | $12,045-96.4% | $626-30.1% |