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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON2+ years Filed as: REHMANN FINANCIAL Service code 63 29065 CLEMENS ROAD · WESTLAKE, OH 44145 | 12b-1 Fees | $50,573 |
MONNIER & CO2+ years Service code 10 · EIN 34-1236295 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $10,100 |
Filed as: WAYPOINT PARTNERS Service code 63 28601 CHAGRIN BLVD · CLEVELAND, OH 44122 | 12b-1 Fees | $9,150 |
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 | $239,932 | $60,165+298.8% | $74,184+223.4% | $55,167+334.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.94% | 10.00%-4.1pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $8,962 | $1,600+460.3% | $2,370+278.1% | $1,963+356.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $730 | $419+74.1% | $5,586-86.9% | $504+44.9% |