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| Provider | Service type | Compensation |
|---|---|---|
DANISON & ASSOCIATES3 years Filed as: DANISON & ASSOCIATES, INC. Service code 27 · EIN 31-1553547 2152 TREMONT CENTER · COLUMBUS, OH 432018010 | Advisory (Plan) | $118,151 |
Filed as: FIDELITY INVESTMENT INST.OPER.CO. Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $106,783 |
Service code 14 · EIN 31-1449092 939 GOODALE BLVD · COLUMBUS, OH 432018010 | Plan Administrator | $74,910 |
R.F. CHAPMAN3 years Service code 10 · EIN 31-1492960 PO BOX 895 · PORTSMOUTH, OH 456620895 | Accounting | $29,945 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST PETERSBURG, FL 33733 | Investment Management | $27,929 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $24,021 |
ALLOTTA FARLEY CO LPA3 years Filed as: ALLOTTA FARLEY CO, LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $22,148 |
BODINE PERRY2 years Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $15,200 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $7,500 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST Service code 18 · EIN 52-2037618 7501 WISCONSIN SUITE 1500 · BETHESDA, MD 20814 | Custodial (other than securities) | $5,041 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | -3.57% | 3.84%-7.4pp | 850.99%-854.6pp | -0.04%-3.5pp |
| Employer contribution / active EE | $4,675 | $3,343+39.8% | $3,631+28.7% | $2,405+94.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |