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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6720162 | Contract Administrator | $26,148 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD FUNDS Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $18,116 |
YURCHYK & DAVIS CPA'S, INC.4+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $9,116 |
MACALA & PIATT, LLC4+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $9,028 |
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 | $122,489 | $56,443+117.0% | $83,831+46.1% | $55,725+119.8% |
| Participation rate | 93.2% | 72.0%+21.2pp | 76.1%+17.0pp | 70.9%+22.3pp |
| Annual return | -3.52% | 393.67%-397.2pp | 850.99%-854.5pp | 244.93%-248.5pp |
| Employer contribution / active EE | $7,411 | $2,682+176.4% | $3,631+104.1% | $2,078+256.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $326 | $156+109.0% | $5,479-94.0% | $115+183.4% |