Filed April 30, 2024 (most recent of 12 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 34-1523030 3421 RIDGEWOOD ROAD, SUITE 300 · AKRON, OH 44333 | Accounting | $5,890 |
NOBLE-DAVIS CONSULTING, INC.1+ years Service code 13 · EIN 34-1723189 30275 BAINBRIDGE ROAD · SOLON, OH 44139 | Contract Administrator | $1,931 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD., BUILDING 2 · AUSTIN, TX 78759 | Securities Custodian | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERV ADV Service code 26 · EIN 59-2937883 10883 PEARL ROAD, SUITE 302 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,715 | $32,425+192.1% | $74,577+27.0% | $55,167+71.7% |
| Participation rate | 83.8% | 54.0%+29.8pp | 68.1%+15.7pp | 69.0%+14.8pp |
| Annual return | 6.19% | 10.63%-4.4pp | 20.47%-14.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,824 | $1,043+74.8% | $2,525-27.8% | $1,963-7.1% |
| Participant deferral / active EE | $5,231 | $1,995+162.2% | $3,458+51.3% | $3,054+71.3% |
| Admin fee / account holder | $391 | $748-47.7% | $4,138-90.5% | $504-22.3% |