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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT GRAY CIT III FOR METLIFE GROU Service code 13 · EIN 92-1941236 | Contract Administrator | $27,272 |
CORRELL CO.11+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $26,844 |
KEATING & ASSOCIATES, INC.8 years Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $24,565 |
CORRELL CO. INVESTMENT SERVICES11+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $12,444 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 43-1270780 | Investment Management | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,053-100.0% | $88,179-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.1%-69.1pp | 79.9%-79.9pp |
| Annual return | 8.91% | 78.17%-69.3pp | 64.97%-56.1pp | 145.39%-136.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |