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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $64,556 |
TIMOTHY R HOTT PC2+ years Filed as: TIMOTHY J HALCHUCK Service code 63 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | 12b-1 Fees | $60,970 |
HILL WARD HENDERSON2+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 6603 SUMMIT DRIVE · CANFIELD, OH 44406 | Accounting | $2,570 |
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 | $88,323 | $69,305+27.4% | $82,312+7.3% | $69,631+26.8% |
| Participation rate | 99.5% | 80.3%+19.2pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 15.57% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $6,914 | $1,887+266.5% | $2,428+184.7% | $2,032+240.2% |
| Participant deferral / active EE | $4,532 | $3,568+27.0% | $3,706+22.3% | $3,224+40.6% |
| Admin fee / account holder | $287 | $97+195.5% | $5,608-94.9% | $110+160.1% |