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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 27 · EIN 16-0995736 655 METRO PLACE · DUBLIN, OH 43017 | Advisory (Plan) | $66,752 |
SEI INVESTMENTS1+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $19,466 |
R M KOMOROWSKI JR CPA INC1+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Contract Administrator | $14,400 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON KOZICKI & GWYNN LLC Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $11,750 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $9,718 |
MACALA & PIATT, LLC1+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · AKRON, OH 44720 | Legal | $5,304 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,151 | $57,921-39.3% | $84,753-58.5% | $57,658-39.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -1.93% | 10.24%-12.2pp | 22.78%-24.7pp | 5.13%-7.1pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,339 | $2,742-51.2% | $3,712-63.9% | $3,061-56.3% |
| Admin fee / account holder | $227 | $130+74.9% | $5,333-95.7% | $95+140.0% |