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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GROVE' WEALTH MANAGEMENT PARTNERS Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $12,114 |
Filed as: WINDHAVEN INV. MANAGEMENT Service code 26 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Advisory (Participants) | $10,598 |
BRINKER CAPITAL1 year Service code 26 1055 WESTLAKES DR. · BERWYN, PA 19312 | Advisory (Participants) | $10,305 |
Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $7,896 |
Filed as: WISDOM WEALTH INV. ADV Service code 26 947 WORTHINGTON WOODS LOOP ROAD · WORTHINGTON, OH 43085 | Advisory (Participants) | $7,466 |
BUDROS, RUHLIN & ROE, INC.2+ years Filed as: BUDROS RUHLIN & ROE INC. Service code 26 · EIN 31-1237051 | Advisory (Participants) | $7,268 |
Filed as: RAYMOND JAMES FINANCIAL SVCS., INC. Service code 26 450 W. WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Participants) | $6,983 |
PDS PLANNING, INC.1 year Service code 26 PO BOX 163190 · COLUMBUS, OH 43216 | Advisory (Participants) | $5,856 |
AZA CAPITAL MANAGEMENT1 year Service code 26 755 W BIG BEAVER · TROY, MI 48084 | Advisory (Participants) | $5,551 |
Filed as: PORTFOLIO SOLUTIONS, LLC Service code 26 900 WILSHIRE DRIVE · TROY, MI 48084 | Advisory (Participants) | $5,268 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,642 | $46,732+639.6% | $156,551+120.8% | $55,167+526.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.73% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $21,258 | $2,105+909.8% | $5,501+286.4% | $1,963+983.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $952 | $418+127.5% | $13,028-92.7% | $504+88.9% |