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| Provider | Service type | Compensation |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.5 years Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $53,400 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $22,408 |
THE JOSEPH GROUP LLC3 years Service code 52 300 MARCONI BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $10,442 |
Service code 52 7425 PULSAR PLACE · COLUMBUS, OH 43240 | Indirect Investment Fees | $7,717 |
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 | $157,717 | $58,888+167.8% | $178,499-11.6% | $73,493+114.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.14% | 24.86%-14.7pp | 151.10%-141.0pp | 28.51%-18.4pp |
| Employer contribution / active EE | $9,520 | $2,236+325.7% | $5,011+90.0% | $2,270+319.4% |
| Participant deferral / active EE | $5,600 | $2,568+118.1% | $5,202+7.6% | $3,740+49.7% |
| Admin fee / account holder | $335 | $400-16.2% | $13,986-97.6% | $513-34.6% |