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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT8+ years Service code 51 · EIN 27-5022450 PO BOX 636 · MANSFIELD, OH 449010636 | Investment Mgmt Fees | $25,284 |
PROTPA8+ years Service code 64 · EIN 90-0666716 PO BOX 636 · MANSFIELD, OH 449010636 | Recordkeeping Fees | $24,256 |
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 | $37,538 | $65,125-42.4% | $143,797-73.9% | $66,949-43.9% |
| Participation rate | 88.8% | 65.2%+23.6pp | 80.3%+8.5pp | 69.8%+19.0pp |
| Annual return | -15.47% | -11.13%-4.3pp | -0.04%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $2,357 | $2,362-0.2% | $4,952-52.4% | $2,545-7.4% |
| Participant deferral / active EE | $3,188 | $2,920+9.2% | $5,638-43.5% | $4,239-24.8% |
| Admin fee / account holder | $337 | $503-32.9% | $14,679-97.7% | $594-43.1% |