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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 | $76,344 |
JC & COMPANY4+ years Service code 10 · EIN 31-1423687 125 WEST MULBERRY STREET · LANCASTER, OH 43130 | Accounting | $11,050 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5670485 425 WALNUT STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $9,461 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,330 | $58,093+69.3% | $80,022+22.9% | $56,287+74.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -2.28% | 34.63%-36.9pp | 11.22%-13.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $3,608 | $1,933+86.7% | $2,468+46.2% | $2,111+70.9% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $512 | $623-17.8% | $6,521-92.2% | $521-1.8% |