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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING3 years Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $20,000 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Contract Administrator | $10,500 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $9,335 |
HILL WARD HENDERSON3 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 6603 SUMMIT DRIVE · CANFIELD, OH 44406 | Accounting | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,336 | $66,601-3.4% | $92,909-30.8% | $67,579-4.8% |
| Participation rate | 76.5% | 72.5%+4.0pp | 76.0%+0.5pp | 71.3%+5.2pp |
| Annual return | 20.38% | 92.58%-72.2pp | 109.44%-89.1pp | 378.56%-358.2pp |
| Employer contribution / active EE | $2,430 | $2,775-12.4% | $3,653-33.5% | $2,148+13.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $140 | $199-29.7% | $5,795-97.6% | $142-1.7% |