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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 | $16,250 |
ANDCO CONSULTING4 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 |
Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY STE 210 · CLEVELAND, OH 441356029 | Legal | $3,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,272 | $57,305-43.7% | $86,640-62.8% | $75,173-57.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.58% | 2674.24%-2660.7pp | 592.52%-578.9pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,853 | $2,316-20.0% | $3,024-38.7% | $2,671-30.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $273 | $4,116-93.4% | $5,616-95.1% | $5,651-95.2% |