Filed October 19, 2017
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Contract Administrator | $45,134 |
TIMOTHY R HOTT PC1+ years Filed as: TIMOTHY HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $6,261 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,625 | $36,916-92.9% | $156,551-98.3% | $57,658-95.4% |
| Participation rate | 74.3% | 63.4%+10.8pp | 84.0%-9.8pp | 70.2%+4.0pp |
| Annual return | 2.57% | 12.38%-9.8pp | 32.23%-29.7pp | 5.13%-2.6pp |
| Employer contribution / active EE | $206 | $1,571-86.9% | $5,501-96.2% | $1,974-89.5% |
| Participant deferral / active EE | $297 | $1,926-84.6% | $4,871-93.9% | $3,061-90.3% |
| Admin fee / account holder | $102 | $82+23.4% | $13,028-99.2% | $95+7.7% |