Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $18,522 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,653 | $46,745+8.4% | $60,547-16.3% | $52,331-3.2% |
| Participation rate | 34.5% | 58.6%-24.1pp | 68.0%-33.5pp | 68.1%-33.6pp |
| Annual return | -0.09% | 0.61%-0.7pp | 335.64%-335.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,044 | $1,259-17.1% | $2,419-56.8% | $1,882-44.5% |
| Participant deferral / active EE | $1,257 | $2,145-41.4% | $3,328-62.2% | $3,022-58.4% |
| Admin fee / account holder | $314 | $537-41.5% | $4,536-93.1% | $592-46.9% |