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| Provider | Service type | Compensation |
|---|---|---|
NOA1 year Service code 13 · EIN 34-1337680 | Contract Administrator | $240,306 |
FRONTIER CAPITAL MANAGEMENT10+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $92,973 |
Service code 19 · EIN 34-0797057 | Securities Custodian | $62,738 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $60,000 |
Service code 99 · EIN 45-0593187 | Other Fees | $26,558 |
HUNTINGTON INSURANCE5 years Service code 22 41 S. HIGH STREET · COLUMBUS, OH 43215 | Insurance Broker | $25,257 |
SHUMAKER, LOOP & KENDRICK, LLP10+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $23,035 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,567 | $98,776-42.7% | $119,126-52.5% | $89,670-36.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 11.46% | 9.25%+2.2pp | 282.11%-270.6pp | 19.66%-8.2pp |
| Employer contribution / active EE | $6,672 | $5,802+15.0% | $4,034+65.4% | $4,041+65.1% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $99 | $230-56.9% | $10,693-99.1% | $352-71.8% |