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| Provider | Service type | Compensation |
|---|---|---|
PACKER THOMAS8 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $36,500 |
CENTRAL DATA SERVICES10+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $31,000 |
THE BOGDAHN GROUP10+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $26,000 |
MACALA & PIATT, LLC10+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $23,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,561 | $241,850-64.6% | $102,437-16.5% | $200,096-57.2% |
| Participation rate | 61.6% | 78.3%-16.7pp | 74.5%-12.9pp | 72.0%-10.4pp |
| Annual return | 12.53% | 17.67%-5.1pp | 24.95%-12.4pp | 34.26%-21.7pp |
| Employer contribution / active EE | $4,924 | $4,253+15.8% | $3,871+27.2% | $3,038+62.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $511 | $288+77.5% | $8,388-93.9% | $269+89.8% |