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| Provider | Service type | Compensation |
|---|---|---|
FIRST OHIO PLANNING3+ years Filed as: FIRST OHIO PLANNING, LLC Service code 27 · EIN 26-0142879 | Advisory (Plan) | $7,331 |
PENTEGRA SERVICES, INC.3+ years Filed as: APS-PENTEGRA Service code 13 · EIN 13-3892096 | Contract Administrator | $5,240 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,325 |
ADVISOR RESOURCE COUNCIL3+ years Filed as: ADVISOR GROUP Service code 27 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | Advisory (Plan) | $0 |
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE INSURANCE AGENCY Service code 27 ONE WORD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,597 | $55,453-88.1% | $170,435-96.1% | $62,293-89.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 12.94% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $766 | $2,164-64.6% | $5,432-85.9% | $2,042-62.5% |
| Participant deferral / active EE | $1,163 | $2,303-49.5% | $4,939-76.5% | $3,169-63.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |