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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER ADVISORS,LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $148,918 |
THE HORTON GROUP1 year Service code 16 · EIN 36-3672171 10320 ORLAND PARKWAY · ORLAND PARK, IL 60467 | Consulting | $21,469 |
BENESYS, INC.3 years Filed as: BENESYS Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Plan Administrator | $20,158 |
DGPERRY, PLLC3 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $16,500 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $16,281 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 1 SOUTH MAIN STREET · DAYTON, OH 45403 | Securities Custodian | $13,275 |
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 | $36,917 | $81,557-54.7% | $123,973-70.2% | $65,191-43.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 7.50% | 11.45%-4.0pp | 388.13%-380.6pp | 51.24%-43.7pp |
| Employer contribution / active EE | $5,923 | $4,637+27.7% | $4,126+43.6% | $2,400+146.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $318 | $1,040-69.4% | $11,799-97.3% | $907-64.9% |