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| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SO OH BENEFIT TRUST2+ years Service code 14 · EIN 31-0557391 | Plan Administrator | $365,734 |
OVERMYER HALL ASSOCIATES2+ years Service code 22 1600 W LANE AVE, SUITE 200 · COLUMBUS, OH 43221 | Insurance Broker | $75,666 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $52,000 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP Service code 29 · EIN 34-1909706 | Legal | $49,636 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Service code 10 · EIN 31-0800053 | Accounting | $47,499 |
IWDC OF SO OH PENSION TRUST2+ years Service code 14 · EIN 31-6038516 | Plan Administrator | $17,288 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $14,625 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CO. MIDWEST Service code 16 · EIN 13-1975125 | Consulting | $13,000 |
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 | $38,848 | $59,184-34.4% | $92,239-57.9% | $177,276-78.1% |
| Participation rate | 96.6% | 85.6%+11.0pp | 76.5%+20.1pp | 74.8%+21.8pp |
| Annual return | 6.74% | 15.88%-9.1pp | 176.29%-169.6pp | 21.25%-14.5pp |
| Employer contribution / active EE | $2,491 | $2,985-16.6% | $3,680-32.3% | $2,479+0.5% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $74 | $98-25.2% | $5,194-98.6% | $154-52.3% |