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| Provider | Service type | Compensation |
|---|---|---|
THE BOGDAHN GROUP11+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $32,500 |
PACKER THOMAS9 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $31,900 |
CENTRAL DATA SERVICES11+ 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 |
MACALA & PIATT, LLC11+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $23,678 |
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 | $103,028 | $106,351-3.1% | $105,223-2.1% | $103,975-0.9% |
| Participation rate | 59.3% | 80.0%-20.7pp | 75.0%-15.7pp | 72.5%-13.2pp |
| Annual return | 15.71% | 11.69%+4.0pp | 180.65%-164.9pp | 19.41%-3.7pp |
| Employer contribution / active EE | $5,595 | $5,336+4.8% | $3,689+51.7% | $3,722+50.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $563 | $316+78.4% | $8,859-93.6% | $332+69.4% |