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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6720162 | Contract Administrator | $66,598 |
THE VANGUARD GROUP, INC.3 years Service code 51 · EIN 23-2186884 P.O. BOX 1101 · VALLEY FORGE, VA 19482 | Investment Mgmt Fees | $22,058 |
YURCHYK & DAVIS CPA'S, INC.8+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $12,778 |
MACALA & PIATT, LLC8+ years Service code 29 · EIN 34-1933033 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $5,304 |
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 | $132,837 | $106,236+25.0% | $112,263+18.3% | $64,824+104.9% |
| Participation rate | 88.3% | 71.7%+16.7pp | 75.1%+13.3pp | 71.5%+16.9pp |
| Annual return | -13.05% | -6.02%-7.0pp | 27.49%-40.5pp | 32.84%-45.9pp |
| Employer contribution / active EE | $7,501 | $3,167+136.9% | $3,636+106.3% | $2,507+199.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $304 | $452-32.7% | $6,410-95.3% | $188+61.7% |