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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 28 · EIN 04-1590850 | Investment Management | $93,379 |
CENTRAL DATA SERVICES4+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $26,000 |
THE BOGDAHN GROUP4+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $21,500 |
PACKER THOMAS2 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $19,700 |
MACALA & PIATT, LLC4+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $17,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,834 | $56,443-4.6% | $83,831-35.8% | $55,725-3.4% |
| Participation rate | 99.8% | 72.0%+27.7pp | 76.1%+23.6pp | 70.9%+28.9pp |
| Annual return | -3.56% | 393.67%-397.2pp | 850.99%-854.6pp | 244.93%-248.5pp |
| Employer contribution / active EE | $5,782 | $2,682+115.6% | $3,631+59.2% | $2,078+178.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $406 | $156+160.1% | $5,479-92.6% | $115+252.8% |