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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN OHIO ADMINISTRATORS3+ years Service code 10 · EIN 34-1337680 | Accounting | $95,411 |
FRONTIER CAPITAL MANAGEMENT3+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $82,449 |
KEYBANK NATIONAL ASSOCIATION2 years Service code 10 · EIN 34-0797057 | Accounting | $71,049 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $58,374 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $55,112 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $47,644 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 | Other Fees | $32,076 |
Filed as: CONDUENT Service code 16 420 LEXINGTON AVE · NEW YORK, NY 10170 | Consulting | $20,000 |
TRUST COMPANY OF TOLEDO3+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 51 · EIN 34-1661757 | Investment Mgmt Fees | $6,283 |
Service code 29 · EIN 31-0800053 | Legal | $6,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,051 | $60,396-7.2% | $83,831-33.1% | $75,289-25.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 6.43% | 3.84%+2.6pp | 850.99%-844.6pp | -0.04%+6.5pp |
| Employer contribution / active EE | $6,641 | $3,343+98.7% | $3,631+82.9% | $2,405+176.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $118 | $141-16.3% | $5,479-97.8% | $102+15.5% |