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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $31,589 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $19,875 |
Filed as: CREATIVE RETIRMENT SYSTEMS, INC Service code 14 · EIN 31-1299207 25 MERCHANT ST, SUITE 125 · CINCINNATI, OH 45246 | Plan Administrator | $11,425 |
HW&CO.2 years Filed as: HW & CO Service code 10 28601 CHAGRIN BLVD, STE 210 · CLEVELAND, OH 44122 | Accounting | $7,500 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: THE MCGREGOR HOME Service code 10 14900 PRIVATE DRIVE E · CLEVELAND, OH 44112 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,624 | $50,919-20.2% | $155,556-73.9% | $77,762-47.8% |
| Participation rate | 33.4% | 63.1%-29.7pp | 78.2%-44.8pp | 70.6%-37.2pp |
| Annual return | 21.41% | 34.84%-13.4pp | 64.84%-43.4pp | 31.27%-9.9pp |
| Employer contribution / active EE | $469 | $1,991-76.4% | $4,675-90.0% | $2,728-82.8% |
| Participant deferral / active EE | $1,656 | $2,824-41.4% | $5,631-70.6% | $4,651-64.4% |
| Admin fee / account holder | $313 | $437-28.3% | $15,885-98.0% | $433-27.7% |