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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT7+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $133,845 |
NORTHWESTERN OHIO ADMINISTRATORS7+ years Service code 13 · EIN 34-1337680 | Contract Administrator | $108,979 |
STATE STREET GLOBAL ADVISORS7+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $100,124 |
KEYBANK NATIONAL ASSOCIATION6 years Service code 19 · EIN 34-0797057 | Securities Custodian | $78,934 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $54,000 |
SHUMAKER, LOOP & KENDRICK, LLP7+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $33,798 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 | Other Fees | $26,983 |
HUNTINGTON INSURANCE2 years Service code 22 41 S. HIGH STREET · COLUMBUS, OH 43215 | Insurance Broker | $16,000 |
Service code 10 · EIN 31-0800053 | Accounting | $7,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,413 | $76,774-35.6% | $112,270-56.0% | $77,906-36.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -11.05% | -10.25%-0.8pp | 27.49%-38.5pp | 12.16%-23.2pp |
| Employer contribution / active EE | $5,714 | $3,977+43.7% | $3,635+57.2% | $2,846+100.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $100 | $239-58.1% | $6,411-98.4% | $133-24.5% |