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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 34-1816383 105 CLEVELAND ROAD STE A · NORWALK, OH 44857 | Accounting | $28,173 |
ZABARSKY & ASSOCIATES, LLC4+ years Service code 13 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $19,024 |
MCDONALD HOPKINS, LLC4+ years Filed as: MCDONALD HOPKINS LLC Service code 29 · EIN 34-1059058 600 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Legal | $12,226 |
MANAGEMENT PLANNING, INC.4+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $10,762 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,511 | $55,449+48.8% | $83,831-1.6% | $56,289+46.6% |
| Participation rate | 96.6% | 68.0%+28.6pp | 76.1%+20.4pp | 69.9%+26.7pp |
| Annual return | 3.42% | -1.38%+4.8pp | 850.99%-847.6pp | -9.96%+13.4pp |
| Employer contribution / active EE | $9,091 | $2,430+274.0% | $3,631+150.4% | $2,111+330.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $448 | $656-31.7% | $5,479-91.8% | $521-14.0% |