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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,724 | $51,638-28.9% | $68,368-46.3% | $82,448-55.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 10.69% | 37.53%-26.8pp | 292.57%-281.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,888 | $2,047-7.8% | $2,649-28.7% | $2,551-26.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $280 | $4,643-94.0% | $5,150-94.6% | $7,234-96.1% |