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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 31-1051736 | Recordkeeping Fees | $121,037 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Service code 10 · EIN 34-1337680 | Accounting | $54,325 |
ALLOTTA FARLEY CO LPA2+ years Filed as: ALLOTTA FARLEY LLP Service code 29 · EIN 34-1316963 | Legal | $19,075 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $5,900 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,700 | $60,545-84.0% | $92,239-89.5% | $69,631-86.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.31% | 19.71%-6.4pp | 176.29%-163.0pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $4,201 | $2,633+59.6% | $3,680+14.2% | $2,032+106.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $63 | $145-56.8% | $5,194-98.8% | $110-43.4% |