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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORIENT Service code 52 1801 WATERMARK DRIVE · COLUMBUS, OH 432157088 | Indirect Investment Fees | $49,851 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $27,342 |
Filed as: THE STEWART GROUP Service code 52 545 METRO PLACE · DUBLIN, OH 43017 | Indirect Investment Fees | $18,446 |
THE JOSEPH GROUP LLC6 years Service code 52 605 S. FRONT STREET · COLUMBUS, OH 43215 | Indirect Investment Fees | $17,508 |
ATLAS FINANCIAL GROUP, LLC2 years Filed as: ATLAS WEALTH MANAGEMENT GROUP Service code 52 8890 LYRA DRIVE · COLUMBUS, OH 43240 | Indirect Investment Fees | $12,781 |
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 | $137,254 | $47,163+191.0% | $149,696-8.3% | $74,460+84.3% |
| Participation rate | 89.4% | 63.4%+25.9pp | 78.8%+10.6pp | 70.7%+18.6pp |
| Annual return | 14.45% | 22.75%-8.3pp | 134.46%-120.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $9,600 | $1,907+403.5% | $4,821+99.1% | $2,638+263.9% |
| Participant deferral / active EE | $5,916 | $2,730+116.7% | $5,682+4.1% | $4,530+30.6% |
| Admin fee / account holder | $325 | $343-5.3% | $13,212-97.5% | $348-6.6% |