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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 333 WEST 34TH ST · NEW YORK, NY 10001 | Consulting | $56,297 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $21,033 |
BENESYS, INC.9 years Filed as: BENESYS, INC Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $15,896 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $13,071 |
Service code 28 900 SEVENTH ST, NW · WASHINGTON, DC 20001 | Investment Management | $11,310 |
MACALLA & PIATT, LLC4 years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $7,030 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,838 | $82,979-66.5% | $102,412-72.8% | $77,736-64.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.73% | 19.11%-10.4pp | 24.94%-16.2pp | 31.26%-22.5pp |
| Employer contribution / active EE | $5,980 | $3,554+68.3% | $3,870+54.5% | $2,728+119.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $120 | $639-81.2% | $8,388-98.6% | $433-72.3% |