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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL DATA SERVICES2+ 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 |
ANNESS GERLACH & WILLIAMS, CPA'S2+ years Filed as: ANNESS GERLACH WILLIAMS Service code 10 · EIN 34-1451668 1275 BOARDMAN-CANFIELD RD · YOUNGSTOWN, OH 44512 | Accounting | $19,700 |
THE BOGDAHN GROUP2+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $19,000 |
MACALA & PIATT, LLC2+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $12,503 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,839 | $57,921-26.0% | $84,753-49.5% | $57,658-25.7% |
| Participation rate | 99.5% | 72.9%+26.5pp | 76.6%+22.9pp | 70.2%+29.3pp |
| Annual return | 0.61% | 10.24%-9.6pp | 22.78%-22.2pp | 5.13%-4.5pp |
| Employer contribution / active EE | $3,915 | $2,598+50.7% | $3,574+9.5% | $1,974+98.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $141 | $130+8.9% | $5,333-97.4% | $95+49.3% |