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| Provider | Service type | Compensation |
|---|---|---|
LEE W BARNES3+ years Filed as: LEE W. BARNES Service code 13 · EIN 34-6009649 36 E WARNER RD · AKRON, OH 44333 | Contract Administrator | $41,354 |
YURCHYK & DAVIS CPA'S, INC.3+ years Service code 10 · EIN 34-1638235 | Accounting | $6,500 |
LOOMIS SAYLES1 year Service code 52 · EIN 04-3200030 | Indirect Investment Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 8.81% | 19.71%-10.9pp | 176.29%-167.5pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $2,553 | $2,633-3.0% | $3,680-30.6% | $2,032+25.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |