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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING4 years Service code 16 5000 ROCKSIDE ROAD SUITE 320 · INDEPENDENCE, OH 44131 | Consulting | $20,000 |
BENESYS, INC.5 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Contract Administrator | $10,500 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $8,953 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,771 | $91,517-5.2% | $101,275-14.3% | $73,412+18.2% |
| Participation rate | 92.1% | 73.8%+18.3pp | 75.8%+16.3pp | 72.2%+19.9pp |
| Annual return | 18.60% | 17.17%+1.4pp | 46.48%-27.9pp | 59.30%-40.7pp |
| Employer contribution / active EE | $3,123 | $2,877+8.6% | $3,660-14.7% | $2,234+39.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $198 | $216-8.1% | $5,948-96.7% | $158+25.6% |