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| Provider | Service type | Compensation |
|---|---|---|
TIMOTHY R HOTT PC1+ years Filed as: TIMOTHY J HALCHUCK Service code 63 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | 12b-1 Fees | $52,552 |
Service code 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $41,250 |
HILL WARD HENDERSON1+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 6603 SUMMIT DRIVE · CANFIELD, OH 44406 | Accounting | $8,625 |
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 | $77,520 | $63,905+21.3% | $74,184+4.5% | $57,658+34.4% |
| Participation rate | 98.7% | 79.8%+19.0pp | 76.6%+22.1pp | 70.2%+28.5pp |
| Annual return | 11.34% | 60.60%-49.3pp | 17.74%-6.4pp | 5.13%+6.2pp |
| Employer contribution / active EE | $5,479 | $1,840+197.7% | $2,370+131.2% | $1,974+177.6% |
| Participant deferral / active EE | $4,170 | $3,448+20.9% | $3,550+17.5% | $3,061+36.3% |
| Admin fee / account holder | $233 | $91+156.2% | $5,586-95.8% | $95+146.8% |