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| Provider | Service type | Compensation |
|---|---|---|
SWALLEN LAWHUN & CO1 year Filed as: SWALLEN LAWHUN & CO. Service code 10 · EIN 34-1172572 1201 30TH STREET NW · CANTON, OH 44709 | Accounting | $10,650 |
Service code 29 · EIN 45-1540483 20445 EMERALD PKWY 210 · CLEVELAND, OH 441356029 | Legal | $4,548 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $2,500 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,054 | $58,258-38.1% | $81,820-55.9% | $80,925-55.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.26% | 41.76%-31.5pp | 777.93%-767.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,896 | $2,345-19.2% | $2,915-35.0% | $2,756-31.2% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $237 | $4,976-95.2% | $7,391-96.8% | $6,940-96.6% |