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| Provider | Service type | Compensation |
|---|---|---|
Filed as: R. MEEDER & ASSOCIATES Service code 51 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Mgmt Fees | $68,492 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5670485 425 WALNUT STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $16,673 |
JC & COMPANY1+ years Service code 10 · EIN 31-1423687 125 WEST MULBERRY STREET · LANCASTER, OH 43130 | Accounting | $10,000 |
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.
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 | $87,063 | $53,412+63.0% | $68,509+27.1% | $52,331+66.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -7.48% | 3.42%-10.9pp | 8.27%-15.8pp | 4.54%-12.0pp |
| Employer contribution / active EE | $3,501 | $1,607+117.8% | $2,278+53.7% | $1,882+86.0% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $488 | $461+5.9% | $5,275-90.7% | $592-17.5% |