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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE SUITE 10 · CANFIELD, OH 44406 | Plan Administrator | $15,759 |
DGPERRY, PLLC3 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,951 | $65,191-84.7% | $214,702-95.4% | $65,191-84.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 87.5%+12.5pp | 63.0%+37.0pp |
| Annual return | 8.23% | 51.24%-43.0pp | 54.55%-46.3pp | 51.24%-43.0pp |
| Employer contribution / active EE | $1,544 | $2,400-35.7% | $6,461-76.1% | $2,400-35.7% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $9,147-100.0% | $2,671-100.0% |
| Admin fee / account holder | $42 | $907-95.3% | $19,830-99.8% | $907-95.3% |