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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Pension Consulting | $12,399 |
Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $12,046 |
HOBE & LUCAS, CPA'S1 year Filed as: HOBE & LUCAS CERTIFIED ACCOUNTANTS Service code 10 · EIN 31-1488076 | Accounting | $11,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,971 | $142,392-95.1% | $119,622-94.2% | $134,532-94.8% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -15.48% | -12.46%-3.0pp | -14.98%-0.5pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,748 | $5,224-47.4% | $4,232-35.1% | $4,741-42.0% |
| Participant deferral / active EE | $7,010 | $6,467+8.4% | $5,601+25.2% | $6,401+9.5% |
| Admin fee / account holder | $174 | $13,593-98.7% | $10,328-98.3% | $11,429-98.5% |