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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 34-6720162 | Other Fees | $88,097 |
THE VANGUARD GROUP, INC.5 years Service code 15 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $22,419 |
YURCHYK & DAVIS CPA'S, INC.10+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $14,413 |
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 | $180,784 | $83,023+117.8% | $102,437+76.5% | $77,762+132.5% |
| Participation rate | 90.9% | 71.5%+19.4pp | 74.5%+16.4pp | 70.6%+20.3pp |
| Annual return | 12.22% | 19.12%-6.9pp | 24.95%-12.7pp | 31.27%-19.1pp |
| Employer contribution / active EE | $8,253 | $3,552+132.3% | $3,871+113.2% | $2,728+202.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $377 | $639-41.0% | $8,388-95.5% | $433-12.9% |