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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6720162 | Contract Administrator | $61,717 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FUNDS Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $17,940 |
MACALA & PIATT, LLC5+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $10,748 |
YURCHYK & DAVIS CPA'S, INC.5+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $6,300 |
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 | $141,644 | $66,650+112.5% | $92,915+52.4% | $67,582+109.6% |
| Participation rate | 93.6% | 72.5%+21.1pp | 76.0%+17.6pp | 71.3%+22.3pp |
| Annual return | 19.50% | 92.64%-73.1pp | 109.45%-90.0pp | 378.57%-359.1pp |
| Employer contribution / active EE | $7,974 | $2,777+187.2% | $3,653+118.3% | $2,148+271.3% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $323 | $199+62.3% | $5,796-94.4% | $142+127.0% |