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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 27 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $64,252 |
SEI INVESTMENTS2+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $22,364 |
MACALA & PIATT, LLC2+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · AKRON, OH 44720 | Legal | $15,159 |
R M KOMOROWSKI JR CPA INC2+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Contract Administrator | $14,400 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON KOZICKI & GWYNN LLC Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $12,250 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $9,426 |
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 | $37,499 | $60,545-38.1% | $92,240-59.3% | $69,631-46.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.21% | 19.71%-10.5pp | 176.29%-167.1pp | 27571.02%-27561.8pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,696 | $2,828-40.0% | $3,897-56.5% | $3,224-47.4% |
| Admin fee / account holder | $247 | $145+70.7% | $5,194-95.2% | $110+123.8% |