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| Provider | Service type | Compensation |
|---|---|---|
MACALA & PIATT, LLC2+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $22,509 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FUNDS Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $18,685 |
YURCHYK & DAVIS CPA'S, INC.2+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $8,697 |
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 | $119,859 | $57,921+106.9% | $84,753+41.4% | $57,658+107.9% |
| Participation rate | 97.7% | 72.9%+24.8pp | 76.6%+21.1pp | 70.2%+27.5pp |
| Annual return | 7.44% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $5,818 | $2,598+123.9% | $3,574+62.8% | $1,974+194.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $340 | $130+162.1% | $5,333-93.6% | $95+259.6% |