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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6720162 | Contract Administrator | $69,285 |
THE VANGUARD GROUP, INC.2 years Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $26,440 |
YURCHYK & DAVIS CPA'S, INC.7+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $13,359 |
MACALA & PIATT, LLC7+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $6,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,142 | $78,275+111.0% | $109,173+51.3% | $86,821+90.2% |
| Participation rate | 87.4% | 73.8%+13.5pp | 75.9%+11.5pp | 72.3%+15.1pp |
| Annual return | 14.65% | 19.14%-4.5pp | 25.75%-11.1pp | 97.94%-83.3pp |
| Employer contribution / active EE | $6,489 | $3,105+109.0% | $3,723+74.3% | $2,406+169.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $330 | $198+66.4% | $6,755-95.1% | $170+94.8% |