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| Provider | Service type | Compensation |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.7 years Filed as: BUDROS RUHLIN & ROE, INC. Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $56,305 |
THE VANGUARD GROUP, INC.1 year Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $26,431 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $23,979 |
THE JOSEPH GROUP LLC5 years Service code 52 300 MARCONI BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $16,558 |
Filed as: ATLAS WEALTH MANAGEMENT GROUP Service code 52 8890 LYRA DRIVE · COLUMBUS, OH 43240 | Indirect Investment Fees | $11,897 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 52 · EIN 11-3665754 | Indirect Investment Fees | $135 |
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 | $150,396 | $65,092+131.1% | $143,799+4.6% | $66,938+124.7% |
| Participation rate | 86.6% | 65.2%+21.4pp | 80.3%+6.3pp | 69.8%+16.8pp |
| Annual return | -12.08% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $11,080 | $2,362+369.2% | $4,952+123.8% | $2,545+335.3% |
| Participant deferral / active EE | $6,511 | $2,920+123.0% | $5,638+15.5% | $4,238+53.6% |
| Admin fee / account holder | $483 | $502-3.9% | $14,677-96.7% | $594-18.7% |