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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Advisory (Plan) | $22,500 |
GBQ PARTNERS3+ years Filed as: GBQ PARTNERS LLC Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $9,250 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,157 | $138,427-69.5% | $97,995-57.0% | $69,631-39.5% |
| Participation rate | 90.9% | 90.0%+0.9pp | 82.4%+8.5pp | 70.7%+20.2pp |
| Annual return | 19.71% | 26.21%-6.5pp | 23.94%-4.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $2,666 | $4,858-45.1% | $4,158-35.9% | $2,032+31.2% |
| Participant deferral / active EE | $4,363 | $7,165-39.1% | $5,097-14.4% | $3,224+35.3% |
| Admin fee / account holder | $43 | $101-57.4% | $5,943-99.3% | $110-61.1% |