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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST.OPER.CO. Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $121,718 |
DANISON & ASSOCIATES4 years Filed as: DANISON & ASSOCIATES, INC. Service code 27 · EIN 31-1553547 2152 TREMONT CENTER · COLUMBUS, OH 432018010 | Advisory (Plan) | $121,208 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 34-1442087 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $100,322 |
ALLOTTA FARLEY CO LPA4 years Filed as: ALLOTTA FARLEY CO, LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $33,523 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST PETERSBURG, FL 33733 | Investment Management | $29,633 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $28,415 |
BODINE PERRY3 years Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $19,163 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 1300 E NINTH, SUITE 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $12,500 |
BENESYS, INC.4 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 LLC5+ years Filed as: CHEVY CHASE TRUST Service code 18 · EIN 52-2037618 7501 WISCONSIN SUITE 1500 · BETHESDA, MD 20814 | Custodial (other than securities) | $5,311 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,536 | $66,051+12.8% | $92,916-19.8% | $77,775-4.2% |
| Participation rate | 85.9% | 81.0%+4.9pp | 76.0%+9.9pp | 73.2%+12.7pp |
| Annual return | 15.06% | 20.69%-5.6pp | 109.45%-94.4pp | 32.58%-17.5pp |
| Employer contribution / active EE | $4,786 | $3,426+39.7% | $3,654+31.0% | $2,504+91.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $173 | $148+17.2% | $5,796-97.0% | $100+73.1% |