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| Provider | Service type | Compensation |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.4 years Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $60,501 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $20,117 |
Filed as: HEXIMER INVESTMENT MANAGEMENT Service code 52 6457 REFLECTIONS DRIVE · DUBLIN, OH 430172352 | Indirect Investment Fees | $17,237 |
THE JOSEPH GROUP LLC2 years Service code 52 300 MARCONI BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $8,743 |
Service code 52 7425 PULSAR PLACE · COLUMBUS, OH 43240 | Indirect Investment Fees | $6,463 |
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 | $159,296 | $52,961+200.8% | $172,752-7.8% | $65,185+144.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 16.58% | 30.12%-13.5pp | 802.97%-786.4pp | 29.38%-12.8pp |
| Employer contribution / active EE | $9,219 | $2,190+320.9% | $5,144+79.2% | $2,177+323.5% |
| Participant deferral / active EE | $5,484 | $2,471+121.9% | $5,198+5.5% | $3,514+56.1% |
| Admin fee / account holder | $439 | $472-7.0% | $13,955-96.9% | $847-48.2% |