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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Service code 27 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $104,515 |
SEI INVESTMENTS5+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $28,470 |
R M KOMOROWSKI JR CPA INC5+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Contract Administrator | $16,200 |
Filed as: KOZICKI HUGHES TICKEROFF Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $12,000 |
MACALA & PIATT, LLC5+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · AKRON, OH 44720 | Legal | $7,776 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $3,130 |
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 | $39,231 | $91,517-57.1% | $101,275-61.3% | $73,412-46.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.68% | 17.17%-7.5pp | 46.48%-36.8pp | 59.30%-49.6pp |
| Employer contribution / active EE | $1,787 | $2,877-37.9% | $3,660-51.2% | $2,234-20.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $280 | $216+29.8% | $5,948-95.3% | $158+77.5% |