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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING1 year Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $19,500 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Contract Administrator | $10,400 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $8,514 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 6603 SUMMIT DRIVE · CANFIELD, OH 44406 | Accounting | $7,000 |
SHEET METAL COLLECTION AGENCY3+ years Service code 15 · EIN 34-1296006 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Recordkeeping | $6,398 |
Filed as: GREEN HAINES SGAMBATI CO LPA Service code 29 P.O. BOX 849 · YOUNGSTOWN, OH 44501 | Legal | $5,217 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,546 | $60,545-13.2% | $92,240-43.0% | $69,631-24.5% |
| Participation rate | 85.4% | 72.2%+13.3pp | 76.5%+8.9pp | 70.7%+14.7pp |
| Annual return | 9.85% | 19.71%-9.9pp | 176.29%-166.4pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $2,280 | $2,633-13.4% | $3,680-38.0% | $2,032+12.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $120 | $145-17.4% | $5,194-97.7% | $110+8.2% |