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| Provider | Service type | Compensation |
|---|---|---|
PRENGER & PROFITT, LLC2+ years Service code 13 1001 S. DORSET RD · TROY, OH 45373 | Contract Administrator | $24,200 |
MINSTER BANK2+ years Service code 27 95 W 4TH AVE · MINSTER, OH 45865 | Advisory (Plan) | $18,900 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,662 | $79,209-28.5% | $102,434-44.7% | $74,459-23.9% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 10.27% | 54.98%-44.7pp | 29.46%-19.2pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $1,728 | $2,362-26.9% | $3,023-42.9% | $2,626-34.2% |
| Participant deferral / active EE | $3,419 | $4,417-22.6% | $5,055-32.4% | $4,350-21.4% |
| Admin fee / account holder | $390 | $2,002-80.5% | $9,462-95.9% | $1,945-80.0% |