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 |
|---|---|---|
THE BOGDAHN GROUP11+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $32,500 |
PACKER THOMAS9 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $31,900 |
CENTRAL DATA SERVICES11+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $31,000 |
MACALA & PIATT, LLC11+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $23,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,028 | $105,028-1.9% | $107,187-3.9% | $100,573+2.4% |
| Participation rate | 59.3% | 81.2%-21.9pp | 75.0%-15.7pp | 70.9%-11.6pp |
| Annual return | 15.71% | 10.61%+5.1pp | 204.55%-188.8pp | 18.89%-3.2pp |
| Employer contribution / active EE | $5,595 | $5,641-0.8% | $3,782+47.9% | $3,763+48.7% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $563 | $355+58.8% | $9,162-93.9% | $454+24.1% |