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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FUNDS Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $18,956 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $9,663 |
YURCHYK & DAVIS CPA'S, INC.1+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $9,307 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,542 | $50,498+126.8% | $75,784+51.1% | $55,191+107.5% |
| Participation rate | 92.6% | 69.4%+23.1pp | 75.8%+16.7pp | 69.2%+23.4pp |
| Annual return | 0.02% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $5,797 | $2,291+153.1% | $3,323+74.4% | $1,899+205.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $300 | $123+144.1% | $5,300-94.3% | $91+230.9% |