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| Provider | Service type | Compensation |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.3 years Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $90,833 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $19,096 |
Filed as: HEXIMER INVESTMENT MANAGEMENT Service code 52 6457 REFLECTIONS DRIVE · DUBLIN, OH 430172352 | Indirect Investment Fees | $16,766 |
THE JOSEPH GROUP LLC1 year Service code 52 300 MARCONI BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $8,053 |
Service code 52 7425 PULSAR PLACE · COLUMBUS, OH 43240 | Indirect Investment Fees | $5,690 |
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 | $140,014 | $47,977+191.8% | $154,108-9.1% | $56,289+148.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.48% | 3.54%-9.0pp | 735.21%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $9,232 | $2,169+325.7% | $5,298+74.3% | $2,111+337.3% |
| Participant deferral / active EE | $5,226 | $2,392+118.5% | $5,081+2.9% | $3,350+56.0% |
| Admin fee / account holder | $393 | $438-10.3% | $13,411-97.1% | $521-24.5% |