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| Provider | Service type | Compensation |
|---|---|---|
HUMMEL WEALTH MANAGEMENT1 year Filed as: HUMMEL WEALTH MANAGEMENT LLC Service code 27 PO BOX 250 · BERLIN, OH 44610 | Advisory (Plan) | $10,524 |
Filed as: REA & ASSOCIATES Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 446635120 | Contract Administrator | $9,300 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $8,072 |
Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 13 630 LEXINGTON AVE · MANSFIELD, OH 449071500 | Contract Administrator | $3,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,772 | $42,396-34.5% | $67,313-58.7% | $56,287-50.7% |
| Participation rate | 65.4% | 61.0%+4.4pp | 69.1%-3.7pp | 69.9%-4.4pp |
| Annual return | -4.97% | -36.63%+31.7pp | -4.08%-0.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $932 | $1,414-34.0% | $2,566-63.7% | $2,111-55.8% |
| Participant deferral / active EE | $2,363 | $2,360+0.1% | $3,568-33.8% | $3,350-29.5% |
| Admin fee / account holder | $319 | $510-37.4% | $4,507-92.9% | $521-38.8% |