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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6720162 | Contract Administrator | $24,439 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FUNDS Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $18,729 |
YURCHYK & DAVIS CPA'S, INC.3+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $9,401 |
MACALA & PIATT, LLC3+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $8,693 |
Filed as: IRONWORKERS LOCAL UNION NO 207 Service code 99 694 BEV RD · BOARDMAN, OH 44512 | Other Fees | $5,611 |
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 | $130,565 | $60,545+115.6% | $92,240+41.5% | $69,631+87.5% |
| Participation rate | 96.7% | 72.2%+24.6pp | 76.5%+20.2pp | 70.7%+26.0pp |
| Annual return | 15.40% | 19.71%-4.3pp | 176.29%-160.9pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $7,445 | $2,633+182.7% | $3,680+102.3% | $2,032+266.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $322 | $145+122.4% | $5,194-93.8% | $110+191.5% |