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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6720162 | Contract Administrator | $67,067 |
THE VANGUARD GROUP, INC.1 year Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $21,468 |
MACALA & PIATT, LLC6+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $7,613 |
YURCHYK & DAVIS CPA'S, INC.6+ 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 | $150,547 | $91,517+64.5% | $101,275+48.7% | $73,412+105.1% |
| Participation rate | 89.8% | 73.8%+16.0pp | 75.8%+14.0pp | 72.2%+17.6pp |
| Annual return | 12.14% | 17.17%-5.0pp | 46.48%-34.3pp | 59.30%-47.2pp |
| Employer contribution / active EE | $6,287 | $2,877+118.5% | $3,660+71.8% | $2,234+181.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $329 | $216+52.4% | $5,948-94.5% | $158+108.4% |