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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON3+ years Filed as: REHMANN FINANCIAL Service code 63 29065 CLEMENS ROAD · WESTLAKE, OH 44145 | 12b-1 Fees | $54,144 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 63 10100 INNOVATION DRIVE · MIAMISBURG, OH 45322 | 12b-1 Fees | $31,479 |
Filed as: LINCOLN-WAYPOINT PARTNERS Service code 63 28601 CHAGRIN BLVD · CLEVELAND, OH 44122 | 12b-1 Fees | $16,875 |
MONNIER & CO3+ years Service code 10 · EIN 34-1236295 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $10,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $235,156 | $64,909+262.3% | $82,312+185.7% | $62,293+277.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.65% | 21.18%-8.5pp | 25.88%-13.2pp | 28.90%-16.3pp |
| Employer contribution / active EE | $8,270 | $1,676+393.4% | $2,428+240.6% | $2,042+304.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $916 | $440+108.3% | $5,608-83.7% | $479+91.0% |