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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 | $55,446-7.9% | $155,574-67.2% | $74,429-31.4% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 12.46% | 269.20%-256.7pp | 64.87%-52.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $3,110 | $2,266+37.3% | $4,676-33.5% | $2,625+18.5% |
| Participant deferral / active EE | $3,898 | $2,836+37.5% | $5,629-30.7% | $4,348-10.3% |
| Admin fee / account holder | $388 | $1,743-77.7% | $15,914-97.6% | $1,944-80.0% |