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| Provider | Service type | Compensation |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.2 years Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $46,291 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $17,779 |
Filed as: HEXIMER INVESTMENT MANAGEMENT Service code 52 6457 REFLECTIONS DRIVE · DUBLIN, OH 430172352 | Indirect Investment Fees | $15,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,834 | $55,453+173.8% | $170,435-10.9% | $62,293+143.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 39.54% | 21.38%+18.2pp | 205.94%-166.4pp | 28.90%+10.6pp |
| Employer contribution / active EE | $8,754 | $2,164+304.6% | $5,432+61.2% | $2,042+328.7% |
| Participant deferral / active EE | $4,743 | $2,303+106.0% | $4,939-4.0% | $3,169+49.7% |
| Admin fee / account holder | $287 | $455-37.0% | $13,881-97.9% | $479-40.2% |