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| Provider | Service type | Compensation |
|---|---|---|
SWALLEN LAWHUN & CO2 years 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 | $10,595 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $5,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,724 | $54,705-32.9% | $71,209-48.4% | $84,808-56.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 10.69% | 35.90%-25.2pp | 282.51%-271.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,888 | $2,158-12.5% | $2,721-30.6% | $2,631-28.3% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $280 | $4,863-94.2% | $5,349-94.8% | $7,344-96.2% |