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| Provider | Service type | Compensation |
|---|---|---|
PARK EDGE ADVISORS1 year Filed as: PARK EDGE ADVISORS, LLC Service code 16 2360 W 11TH ST · CLEVELAND, OH 44113 | Consulting | $74,548 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Direct pay... | $58,438 |
BENESYS, INC.1 year Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $24,879 |
BARNES WENDLING CPAS INC1 year Filed as: BARNES WENDLING CPAS Service code 10 1350 EUCLID AVE · CLEVELAND, OH 44115 | Accounting | $21,478 |
FRANTZ WARD LLP1 year Service code 29 200 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $7,805 |
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 | $97,539 | $45,900+112.5% | $94,057+3.7% | $64,340+51.6% |
| Participation rate | 100.0% | 50.6%+49.4pp | 73.3%+26.7pp | 55.2%+44.8pp |
| Annual return | 6.46% | 50.47%-44.0pp | 480.62%-474.2pp | 24.14%-17.7pp |
| Employer contribution / active EE | $13,419 | $1,612+732.4% | $2,933+357.5% | $1,862+620.8% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,507 | $3,143-52.1% | $7,244-79.2% | $3,703-59.3% |