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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 4333 EDGEWOOD MAIL 0001 · CEDAR RAPIDS, IA 52499 | Investment management; Finders' fees ... | $36,296 |
TITUS & URBANSKI, INC.11+ years Filed as: TITUS & URBANSKI INC Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $30,000 |
NORTHWESTERN OHIO ADMINISTRATORS11+ years Filed as: NORTHWESTERN OHIO ADMINSTATORS INC Service code 28 · EIN 34-1337680 1720 INDIAN WOOD CIRCLE · MAUMEE, OH 43537 | Investment Management | $18,220 |
SHUMAKER, LOOP & KENDRICK, LLP11+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON ST · TOLEDO, OH 43604 | Legal | $7,018 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 200 LIBERTY ST 5TH FL · NEW YORK, NY 10281 | Securities brokerage; Securities brok... | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,871 | $80,673+36.2% | $101,326+8.4% | $84,808+29.6% |
| Participation rate | 87.2% | 77.8%+9.4pp | 81.5%+5.7pp | 68.3%+18.9pp |
| Annual return | 13.10% | 38.95%-25.9pp | 36.82%-23.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $641 | $2,698-76.2% | $3,665-82.5% | $2,631-75.6% |
| Participant deferral / active EE | $2,118 | $6,840-69.0% | $7,994-73.5% | $4,212-49.7% |
| Admin fee / account holder | $642 | $12,784-95.0% | $11,185-94.3% | $7,344-91.3% |