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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $97,386 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Service code 10 · EIN 34-1337680 | Accounting | $91,977 |
FRONTIER CAPITAL MANAGEMENT2+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $85,450 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $56,794 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $55,484 |
Service code 10 · EIN 34-0797057 | Accounting | $39,753 |
TRUST COMPANY OF TOLEDO2+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 51 · EIN 34-1661757 | Investment Mgmt Fees | $37,261 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 | Other Fees | $35,304 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 51 · EIN 43-1225960 | Investment Mgmt Fees | $13,974 |
Service code 29 · EIN 31-0800053 | Legal | $5,898 |
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 | $54,490 | $221,442-75.4% | $92,240-40.9% | $77,958-30.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 9.23% | 15.65%-6.4pp | 176.29%-167.1pp | 20.87%-11.6pp |
| Employer contribution / active EE | $4,077 | $3,226+26.4% | $3,680+10.8% | $2,310+76.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $141 | $210-32.8% | $5,194-97.3% | $97+44.6% |