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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6720162 | Contract Administrator | $72,677 |
THE VANGUARD GROUP, INC.4 years Service code 15 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $22,305 |
YURCHYK & DAVIS CPA'S, INC.9+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $12,207 |
MACALA & PIATT, LLC9+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $6,713 |
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 | $158,483 | $93,010+70.4% | $96,515+64.2% | $74,460+112.8% |
| Participation rate | 95.5% | 71.6%+23.9pp | 74.3%+21.1pp | 70.7%+24.7pp |
| Annual return | 17.11% | 37.50%-20.4pp | 35.73%-18.6pp | 34.38%-17.3pp |
| Employer contribution / active EE | $8,438 | $3,427+146.2% | $3,740+125.6% | $2,638+219.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $331 | $633-47.7% | $6,735-95.1% | $348-4.7% |