Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $57,498 |
ANNESS GERLACH & WILLIAMS, CPA'S1+ years Filed as: ANNESS GERLACH WILLIAMS Service code 10 · EIN 34-1451668 1275 BOARDMAN-CANFIELD RD · YOUNGSTOWN, OH 44512 | Accounting | $25,608 |
CENTRAL DATA SERVICES1+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $23,000 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $18,734 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $18,000 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,267 | $55,516-27.5% | $75,784-46.9% | $59,188-32.0% |
| Participation rate | 99.8% | 73.6%+26.2pp | 75.8%+24.0pp | 69.4%+30.4pp |
| Annual return | -3.37% | -1.89%-1.5pp | 9.68%-13.0pp | 5.51%-8.9pp |
| Employer contribution / active EE | $4,184 | $2,604+60.7% | $3,323+25.9% | $2,098+99.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $195 | $110+76.9% | $5,300-96.3% | $92+111.1% |