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| Provider | Service type | Compensation |
|---|---|---|
SYMPHONY FINANCIAL SERVICES1+ years Filed as: SYMPHONY-FINANCIAL SERVICES, INC. Service code 27 529 N. CLEVELAND MASSILLON RD. · AKRON, OH 44333 | Advisory (Plan) | $61,457 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $27,141 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,375 | $33,745-10.0% | $64,105-52.6% | $55,191-45.0% |
| Participation rate | 33.8% | 59.4%-25.6pp | 68.2%-34.4pp | 69.2%-35.4pp |
| Annual return | -0.72% | 4.95%-5.7pp | 791.24%-792.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,278 | $1,929-33.8% | $2,822-54.7% | $3,046-58.1% |
| Admin fee / account holder | $441 | $94+367.2% | $4,499-90.2% | $91+385.6% |