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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INSTITUTIONAL GROUP Service code 27 190 S. LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $78,680 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFITS CORP. Service code 11 3150 US ROUTE 60 · ONA, WV 25545 | Actuarial | $38,113 |
FRUSH & ASSOCIATES, INC.1 year Service code 10 699 SOUTH FRONT STREET · COLUMBUS, OH 43206 | Accounting | $15,423 |
VOYRS, SATER, SEYMOUR, AND PEASE3+ years Service code 29 EAST GAY STREET · COLUMBUS, OH 43215 | Legal | $14,623 |
LEONARD SIGALL3+ years Service code 29 6470 E MAIN ST. · REYNOLDSBURG, OH 43068 | Legal | $8,025 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Insurance services; Other services; D... | $3,824 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,862 | $60,545-54.0% | $92,240-69.8% | $69,631-60.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 11.41% | 19.71%-8.3pp | 176.29%-164.9pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $5,766 | $2,633+119.0% | $3,680+56.7% | $2,032+183.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $261 | $145+80.3% | $5,194-95.0% | $110+136.4% |