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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT1+ years Filed as: ESB WEALTH Service code 51 PO BOX 636 · MANSFIELD, OH 44901 | Investment Mgmt Fees | $21,810 |
PROTPA1+ years Service code 37 PO BOX 636 · MANSFIELD, OH 44901 | Loan Processing | $20,859 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $4,362 |
Service code 14 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Plan Administrator | $3,750 |
Filed as: PRUDENTIAL Service code 99 P.O. BOX 13467 · PHILADELPHIA, PA 19176 | Other Fees | $3,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,682 | $50,464+8.4% | $75,784-27.8% | $52,331+4.5% |
| Participation rate | 92.5% | 66.8%+25.7pp | 75.8%+16.7pp | 68.1%+24.4pp |
| Annual return | -3.47% | 1.03%-4.5pp | 9.68%-13.1pp | 4.54%-8.0pp |
| Employer contribution / active EE | $2,207 | $1,988+11.0% | $3,323-33.6% | $1,882+17.3% |
| Participant deferral / active EE | $3,264 | $2,570+27.0% | $3,652-10.6% | $3,022+8.0% |
| Admin fee / account holder | $333 | $1,103-69.8% | $5,300-93.7% | $592-43.7% |