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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 28 · EIN 04-1590850 | Investment Management | $62,260 |
CENTRAL DATA SERVICES3+ 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 |
THE BOGDAHN GROUP3+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $20,500 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $19,700 |
MACALA & PIATT, LLC3+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $10,367 |
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 | $52,737 | $60,545-12.9% | $92,240-42.8% | $69,631-24.3% |
| Participation rate | 99.5% | 72.2%+27.4pp | 76.5%+23.1pp | 70.7%+28.9pp |
| Annual return | 11.07% | 19.71%-8.6pp | 176.29%-165.2pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $5,300 | $2,633+101.3% | $3,680+44.0% | $2,032+160.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $217 | $145+49.7% | $5,194-95.8% | $110+96.2% |