| Provider | Service type | Compensation |
|---|---|---|
HUBER CAPITAL MANAGEMENT1+ years Filed as: HUBER Service code 15 · EIN 13-1898818 | Recordkeeping | $481,875 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 13 · EIN 36-2235791 | Contract Administrator | $198,909 |
THOMPSON HINE1+ years Filed as: THOMPSON HIME Service code 15 · EIN 34-0575300 | Recordkeeping | $61,936 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $35,000 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 27 · EIN 13-3954297 | Advisory (Plan) | $18,750 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
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 | $170,930 | $83,458+104.8% | $123,105+38.8% | $67,505+153.2% |
| Participation rate | 99.3% | 84.5%+14.8pp | 86.8%+12.5pp | 71.2%+28.1pp |
| Annual return | 0.86% | 1.29%-0.4pp | 13.22%-12.4pp | 6.52%-5.7pp |
| Employer contribution / active EE | $6,167 | $3,087+99.8% | $5,151+19.7% | $2,173+183.8% |
| Participant deferral / active EE | $14,027 | $5,379+160.8% | $6,229+125.2% | $3,597+290.0% |
| Admin fee / account holder | $33 | $60-45.0% | $9,014-99.6% | $56-41.5% |