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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 PARKWAY STE 210 · CLEVELAND, OH 441356029 | Legal | $7,166 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 531 W. MORSE BLVD. STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,737 | $54,355-45.3% | $82,744-64.1% | $68,486-56.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.37% | -13.67%-3.7pp | 702.22%-719.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,996 | $2,219-10.0% | $3,008-33.7% | $2,597-23.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $262 | $4,397-94.0% | $5,325-95.1% | $5,404-95.2% |