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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WINDHAVEN INV. MANAGEMENT Service code 26 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Advisory (Participants) | $15,969 |
Filed as: RAYMOND JAMES FINANCIAL SVCS., INC. Service code 26 450 W. WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Participants) | $9,965 |
BRINKER CAPITAL1 year Service code 26 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Participants) | $8,331 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $8,025 |
Filed as: WISDOM WEALTH INV. ADV Service code 26 947 WORTHINGTON WOODS LOOP ROAD · WORTHINGTON, OH 43085 | Advisory (Participants) | $7,011 |
Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $6,415 |
BUDROS, RUHLIN & ROE, INC.2+ years Filed as: BUDROS RUHLIN & ROE Service code 26 · EIN 31-1237051 | Advisory (Participants) | $5,879 |
Filed as: PORTFOLIO SOLUTIONS, LLC Service code 26 900 WILSHIRE DRIVE · TROY, MI 48084 | Advisory (Participants) | $5,686 |
AMERICAN FUNDS1 year Filed as: ADVANCE ASSET MANAGEMENT ADVISORS, Service code 26 4995 BRADENTON AVE. · DUBLIN, OH 43017 | Advisory (Participants) | $5,577 |
Filed as: LEVEL PARTNERS MGT., INC. Service code 26 14 SOUTH HIGH STREET · NEW ALBANY, OH 43054 | Advisory (Participants) | $5,368 |
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 | $302,639 | $46,732+547.6% | $156,551+93.3% | $55,167+448.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.62% | 17.72%-13.1pp | 32.23%-27.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $18,425 | $2,105+775.3% | $5,501+234.9% | $1,963+838.8% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $951 | $418+127.4% | $13,028-92.7% | $504+88.8% |