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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 BOX 5488 · BOSTON, MA 02206 | Custodial (other than securities); Cu... | $137,182 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Service code 10 · EIN 34-1337680 7142 NIGHTINGALE DR · HOLLAND, OH 43528 | Accounting | $89,057 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 NORTH COURTHOUSE SQUARE · TOLEDO, OH 43604 | Legal | $62,733 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Advisory (Plan) | $55,086 |
FRONTIER CAPITAL MANAGEMENT1+ years Service code 51 · EIN 04-3492668 99 SUMMER STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $44,566 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 51 · EIN 43-1225960 10829 OLIVE BLVD · SAINT LOUIS, MO 63141 | Investment Mgmt Fees | $37,406 |
TRUST COMPANY OF TOLEDO1+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 51 · EIN 34-1661757 1630 TIMBERWOLF · HOLLAND, OH 43528 | Investment Mgmt Fees | $37,164 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 10 · EIN 34-4376443 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Accounting | $36,818 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 700 TOWER DRIVE · TROY, MI 48098 | Other Fees | $26,478 |
LUBLIN SUSSMAN GROUP LLP1+ years Service code 29 · EIN 34-1087273 3166 N REPUBLIC BLVD · TOLEDO, OH 43615 | Legal | $5,700 |
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 | $43,235 | $54,392-20.5% | $84,753-49.0% | $63,975-32.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 1.40% | 611.38%-610.0pp | 22.78%-21.4pp | 48.65%-47.3pp |
| Employer contribution / active EE | $4,205 | $2,943+42.9% | $3,574+17.6% | $2,182+92.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $116 | $136-14.7% | $5,333-97.8% | $70+64.6% |