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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT6+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $128,569 |
NORTHWESTERN OHIO ADMINISTRATORS6+ years Service code 13 · EIN 34-1337680 | Contract Administrator | $111,635 |
STATE STREET GLOBAL ADVISORS6+ years Service code 27 · EIN 81-4017137 | Advisory (Plan) | $83,184 |
KEYBANK NATIONAL ASSOCIATION5 years Service code 19 · EIN 34-0797057 | Securities Custodian | $75,781 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $54,000 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 | Other Fees | $33,784 |
SHUMAKER, LOOP & KENDRICK, LLP6+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $23,820 |
HUNTINGTON INSURANCE1 year Service code 22 41 S. HIGH STREET · COLUMBUS, OH 43215 | Insurance Broker | $17,180 |
Service code 10 · EIN 31-0800053 | Accounting | $6,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,523 | $88,770-21.7% | $109,191-36.3% | $93,010-25.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 26.06% | 60.64%-34.6pp | 25.76%+0.3pp | 158.70%-132.6pp |
| Employer contribution / active EE | $7,824 | $3,780+107.0% | $3,723+110.2% | $2,705+189.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $116 | $172-32.5% | $6,756-98.3% | $152-23.3% |