Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $58,311-38.2% | $81,882-56.0% | $80,959-55.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.26% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,896 | $2,347-19.2% | $2,916-35.0% | $2,757-31.2% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $237 | $4,752-95.0% | $7,360-96.8% | $6,925-96.6% |