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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOBLE DAVIS Service code 14 6190 COCHRAN ROAD · SOLON, OH 44139 | Plan Administrator | $30,985 |
Filed as: E&M CONSULTING - RAYMOND JAMES Service code 27 10833 PEARL ROAD · STRONGSVILLE, OH 44136 | Advisory (Plan) | $25,216 |
BDO USA, LLP1 year Service code 10 32125 SOLON ROAD · SOLON, OH 44139 | Accounting | $9,100 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 33 PO BOX 819687 · AUSTIN, TX 78708 | Securities brokerage; Securities brok... | $2,661 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $355 |
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 | $101,208 | $50,175+101.7% | $99,475+1.7% | $65,185+55.3% |
| Participation rate | 86.1% | 68.4%+17.7pp | 73.8%+12.3pp | 70.2%+15.9pp |
| Annual return | 22.11% | 25.36%-3.2pp | 30.72%-8.6pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,266 | $1,496+51.4% | $2,540-10.8% | $2,177+4.1% |
| Participant deferral / active EE | $4,426 | $2,748+61.1% | $3,619+22.3% | $3,514+26.0% |
| Admin fee / account holder | $444 | $398+11.6% | $6,252-92.9% | $847-47.6% |