Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $77,788-16.4% | $119,126-45.4% | $64,728+0.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 11.02% | 13.19%-2.2pp | 282.11%-271.1pp | 49.38%-38.4pp |
| Employer contribution / active EE | $8,102 | $4,031+101.0% | $4,034+100.9% | $2,243+261.3% |
| Participant deferral / active EE | $411 | $2,599-84.2% | $5,318-92.3% | $2,729-84.9% |
| Admin fee / account holder | $154 | $1,365-88.7% | $10,693-98.6% | $1,145-86.6% |