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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: ASSURED PARTNERS OF OHIO DBA DAWSON Service code 22 · EIN 80-0786940 | Insurance Broker | $172,329 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Service code 29 · EIN 34-4439491 | Legal | $153,813 |
BENESYS, INC.1+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $134,484 |
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 | Actuarial | $108,250 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $83,427 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $71,207 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Service code 10 · EIN 31-0800053 | Accounting | $64,032 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $62,066 |
RIDGEWORTH1+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 28 · EIN 39-1567956 | Investment Management | $47,372 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.96% | 1.36%+0.6pp | -1.61%+3.6pp | 1.67%+0.3pp |
| Employer contribution / active EE | $10,195 | $10,832-5.9% | $30,840-66.9% | $10,506-3.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |