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| Provider | Service type | Compensation |
|---|---|---|
LEE CPA AUDIT GROUP1 year Filed as: LEE BARNES Service code 13 36 EAST WARNER ROAD · AKRON, OH 44319 | Contract Administrator | $65,337 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 19 690 CANTON ST · WESTWOOD, MA 02090 | Securities Custodian | $18,758 |
MACALA & PIATT, LLC5+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $10,546 |
YURCHYK & DAVIS CPA'S, INC.5+ years Service code 10 · EIN 34-1638235 | Accounting | $6,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,358 | $65,364-61.2% | $92,909-72.7% | $72,975-65.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.72% | 42.11%-26.4pp | 109.44%-93.7pp | 81.01%-65.3pp |
| Employer contribution / active EE | $6,122 | $2,594+136.0% | $3,653+67.6% | $2,440+150.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $567 | $4,251-86.7% | $5,795-90.2% | $5,124-88.9% |