Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEE W BARNES4+ years Filed as: LEE W. BARNES Service code 13 · EIN 34-6009649 36 E WARNER RD · AKRON, OH 44333 | Contract Administrator | $67,078 |
MACALA & PIATT, LLC4+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $8,166 |
YURCHYK & DAVIS CPA'S, INC.4+ years Service code 10 · EIN 34-1638235 | Accounting | $6,500 |
LOOMIS SAYLES2 years Service code 52 · EIN 04-3200030 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,480 | $55,449-68.5% | $83,831-79.1% | $56,289-68.9% |
| Participation rate | 56.7% | 68.0%-11.3pp | 76.1%-19.4pp | 69.9%-13.1pp |
| Annual return | -6.67% | -1.38%-5.3pp | 850.99%-857.7pp | -9.96%+3.3pp |
| Employer contribution / active EE | $8,909 | $2,430+266.6% | $3,631+145.4% | $2,111+322.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $222 | $656-66.2% | $5,479-96.0% | $521-57.4% |