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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 34-1816383 105 CLEVELAND ROAD STE A · NORWALK, OH 44857 | Accounting | $28,625 |
ZABARSKY & ASSOCIATES, LLC6+ years Service code 13 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $16,499 |
MANAGEMENT PLANNING, INC.6+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $10,600 |
MILLS, POTOCZAK & COMPANY2 years Service code 25 · EIN 34-1664751 27600 CHAGRIN BLVD. 200 · CLEVELAND, OH 441224464 | Directed Trustee | $8,093 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,134 | $69,383+42.9% | $101,275-2.1% | $73,497+34.9% |
| Participation rate | 98.8% | 68.4%+30.4pp | 75.8%+23.0pp | 70.7%+28.1pp |
| Annual return | 10.84% | 18.46%-7.6pp | 46.48%-35.6pp | 28.51%-17.7pp |
| Employer contribution / active EE | $6,173 | $2,628+134.9% | $3,660+68.7% | $2,270+171.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $449 | $704-36.1% | $5,948-92.4% | $513-12.4% |