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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1+ years Filed as: HUNTINGTON BANK Service code 19 · EIN 31-6243960 7 EASTON OVAL · COLUMBUS, OH 43219 | Securities Custodian | $74,023 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Service code 10 · EIN 34-1337680 7142 NIGHTINGALE DR · HOLLAND, OH 43528 | Accounting | $41,316 |
ALLOTTA FARLEY CO LPA1+ years Service code 29 · EIN 34-1316963 2222 W CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $35,945 |
LUBLIN SUSSMAN GROUP LLP1+ years Service code 10 · EIN 34-1087273 3166 N REPUBLIC BLVD · TOLEDO, OH 43615 | Accounting | $5,700 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 NORTH COURTHOUSE SQUARE · TOLEDO, OH 43604 | Legal | $3,782 |
Annual investment return 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 | $24,588 | $57,921-57.5% | $84,753-71.0% | $57,658-57.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.99% | 10.24%-11.2pp | 22.78%-23.8pp | 5.13%-6.1pp |
| Employer contribution / active EE | $1,899 | $2,598-26.9% | $3,574-46.9% | $1,974-3.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $160 | $130+23.3% | $5,333-97.0% | $95+69.2% |