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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2 years Filed as: MANNING AND NAPIER ADVISORS Service code 27 · EIN 16-0995736 655 METRO PLACE S,STE 600 · DUBLIN, OH 43017 | Advisory (Plan) | $106,832 |
SEI INVESTMENTS2 years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $28,768 |
BENESYS, INC.1 year Filed as: BENESYS Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE · CANFIELD, OH 44406 | Plan Administrator | $17,956 |
DGPERRY, PLLC1 year Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $15,019 |
Service code 14 · EIN 87-1871016 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Plan Administrator | $14,990 |
MACALA & PIATT, LLC8+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $12,601 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 333 WEST 34TH ST. · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $8,254 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-0676865 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $7,292 |
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 | $41,824 | $93,010-55.0% | $96,538-56.7% | $74,473-43.8% |
| Participation rate | 97.2% | 71.6%+25.7pp | 74.3%+22.9pp | 70.7%+26.5pp |
| Annual return | -1.06% | 37.50%-38.6pp | 35.74%-36.8pp | 34.36%-35.4pp |
| Employer contribution / active EE | $1,701 | $3,427-50.4% | $3,740-54.5% | $2,638-35.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $351 | $633-44.5% | $6,737-94.8% | $347+1.2% |