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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT10+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $32,662 |
PROTPA10+ years Service code 64 · EIN 84-4242529 580 LEXINGTON AVE. · MANSFIELD, OH 44907 | Recordkeeping Fees | $29,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,043 | $55,470-8.0% | $155,556-67.2% | $74,478-31.5% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 12.46% | 269.80%-257.3pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $3,110 | $2,267+37.2% | $4,675-33.5% | $2,626+18.4% |
| Participant deferral / active EE | $3,898 | $2,838+37.4% | $5,631-30.8% | $4,350-10.4% |
| Admin fee / account holder | $388 | $1,744-77.7% | $15,885-97.6% | $1,946-80.0% |