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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN OHIO ADMINISTRATORS10+ years Service code 13 · EIN 34-1337680 | Contract Administrator | $91,604 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTTA AND FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $32,903 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 63 SERVICES · WESTWOOD, MA 02090 | 12b-1 Fees | $28,086 |
Filed as: MERRILL LYNCH Service code 28 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Investment Management | $28,000 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
HUNTINGTON INSURANCE3 years Service code 23 37 BROAD ST. · COLUMBUS, OH 43215 | Insurance services | $9,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,042 | $81,557-20.2% | $123,973-47.5% | $65,191-0.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 11.02% | 11.45%-0.4pp | 388.13%-377.1pp | 51.24%-40.2pp |
| Employer contribution / active EE | $8,102 | $4,637+74.7% | $4,126+96.4% | $2,400+237.6% |
| Participant deferral / active EE | $411 | $2,628-84.4% | $5,247-92.2% | $2,671-84.6% |
| Admin fee / account holder | $154 | $1,040-85.2% | $11,799-98.7% | $907-83.1% |