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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 4333 EDGEWOOD MAIL 0001 · CEDAR RAPIDS, IA 52499 | Insurance services; Finders' fees / p... | $35,033 |
TITUS & URBANSKI, INC.10+ years Filed as: TITUS & URBANSKI INC Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $28,500 |
NORTHWESTERN OHIO ADMINISTRATORS10+ years Filed as: NORTHWESTERN OHIO ADMINSTATORS INC Service code 28 · EIN 34-1337680 7142 NIGHTINGALE DRIVE · HOLLAND, OH 435287822 | Investment Management | $15,536 |
SHUMAKER, LOOP & KENDRICK, LLP10+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON ST · TOLEDO, OH 43604 | Legal | $8,010 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 200 LIBERTY ST 5TH FL · NEW YORK, NY 10281 | Securities brokerage commissions and ... | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,908 | $77,472+43.2% | $100,415+10.4% | $80,959+37.0% |
| Participation rate | 96.1% | 76.9%+19.2pp | 81.5%+14.6pp | 67.7%+28.4pp |
| Annual return | 14.73% | 37.26%-22.5pp | 49.47%-34.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $760 | $2,800-72.9% | $3,943-80.7% | $2,757-72.4% |
| Participant deferral / active EE | $2,729 | $6,818-60.0% | $8,091-66.3% | $4,300-36.5% |
| Admin fee / account holder | $595 | $5,885-89.9% | $7,906-92.5% | $6,925-91.4% |