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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL DATA SERVICES7+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $28,125 |
PACKER THOMAS5 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $27,250 |
THE BOGDAHN GROUP7+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $24,000 |
MACALA & PIATT, LLC7+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $20,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,280 | $78,275-6.4% | $109,163-32.9% | $86,813-15.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 5.61% | 19.14%-13.5pp | 25.75%-20.1pp | 97.93%-92.3pp |
| Employer contribution / active EE | $13,363 | $3,105+330.4% | $3,723+259.0% | $2,406+455.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $2,220 | $198+1018.6% | $6,754-67.1% | $170+1209.3% |