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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 | $74,115 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5670485 425 WALNUT STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $14,413 |
JC & COMPANY6+ years Service code 10 · EIN 31-1423687 125 WEST MULBERRY STREET · LANCASTER, OH 43130 | Accounting | $12,525 |
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 | $106,533 | $70,917+50.2% | $98,916+7.7% | $73,493+45.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 6.32% | 34.18%-27.9pp | 196.45%-190.1pp | 28.51%-22.2pp |
| Employer contribution / active EE | $1,266 | $2,037-37.8% | $2,689-52.9% | $2,270-44.2% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $483 | $535-9.7% | $6,642-92.7% | $513-5.8% |