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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT4+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $113,395 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $112,215 |
NORTHWESTERN OHIO ADMINISTRATORS4+ years Service code 10 · EIN 34-1337680 | Accounting | $94,446 |
KEYBANK NATIONAL ASSOCIATION3 years Service code 10 · EIN 34-0797057 | Accounting | $75,714 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $54,768 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $43,633 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 | Other Fees | $28,016 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 29 · EIN 31-0800053 | Legal | $6,300 |
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 | $55,424 | $66,051-16.1% | $92,916-40.4% | $77,775-28.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 5.78% | 20.69%-14.9pp | 109.45%-103.7pp | 32.58%-26.8pp |
| Employer contribution / active EE | $6,883 | $3,426+100.9% | $3,654+88.4% | $2,504+174.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $118 | $148-19.9% | $5,796-98.0% | $100+18.4% |