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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 | $92,224-29.5% | $105,223-38.2% | $79,634-18.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 11.02% | 88.65%-77.6pp | 180.65%-169.6pp | 36.46%-25.4pp |
| Employer contribution / active EE | $8,102 | $3,965+104.4% | $3,689+119.7% | $2,529+220.4% |
| Participant deferral / active EE | $411 | $3,834-89.3% | $5,072-91.9% | $3,835-89.3% |
| Admin fee / account holder | $154 | $1,121-86.3% | $8,859-98.3% | $1,002-84.7% |