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 |
|---|---|---|
FADEL & BEYER, LLC2 years Service code 29 18500 LAKE ROAD, SUITE 300 · ROCKY RIVER, OH 44116 | Legal | $29,257 |
TEAMSTERS LOCAL UNION NO. 29310+ years Service code 13 · EIN 51-0151830 | Contract Administrator | $29,195 |
CIUNI & PANICHI, INC.10+ years Filed as: CIUNI & PANICHI, LLC Service code 10 · EIN 34-1322309 | Accounting | $21,136 |
HUNTINGTON NATIONAL BANK7 years Service code 15 PO BOX 1558 · COLUMBUS, OH 43216 | Recordkeeping | $15,390 |
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 | $19,950 | $63,809-68.7% | $81,353-75.5% | $80,935-75.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 6.76% | 16.37%-9.6pp | 24.82%-18.1pp | 35.66%-28.9pp |
| Employer contribution / active EE | $1,652 | $1,981-16.6% | $2,464-33.0% | $2,757-40.1% |
| Participant deferral / active EE | $1,240 | $3,093-59.9% | $3,885-68.1% | $4,299-71.2% |
| Admin fee / account holder | $1,067 | $5,686-81.2% | $5,766-81.5% | $6,924-84.6% |