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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 | $49,976-26.5% | $66,674-44.9% | $82,637-55.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 10.69% | 39.09%-28.4pp | 321.24%-310.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,888 | $1,988-5.1% | $2,620-28.0% | $2,552-26.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $280 | $4,594-93.9% | $5,098-94.5% | $7,339-96.2% |