Filed December 2, 2020 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OAK ASSOCIATES4+ years Service code 28 · EIN 34-1818085 | Investment Management | $171,229 |
INTEGRITY ASSET MANAGEMENT4+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $104,166 |
HUNTINGTON NATIONAL BANK2 years Service code 13 · EIN 31-0966785 | Contract Administrator | $52,579 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -7.30% | 9.64%-16.9pp | -102.03%+94.7pp | 33.37%-40.7pp |
| Employer contribution / active EE | $9,210 | $8,034+14.6% | $36,229-74.6% | $11,253-18.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |