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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT8+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $115,175 |
Filed as: NORTHWESTERN OHIO ADMINSTRATORS Service code 13 · EIN 34-1337680 | Contract Administrator | $111,382 |
STATE STREET GLOBAL ADVISORS8+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $92,423 |
Service code 19 · EIN 34-0797057 | Securities Custodian | $68,977 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $54,000 |
SHUMAKER, LOOP & KENDRICK, LLP8+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $40,726 |
HUNTINGTON INSURANCE3 years Service code 22 41 S. HIGH STREET · COLUMBUS, OH 43215 | Insurance Broker | $16,000 |
Service code 10 · EIN 31-0800053 | Accounting | $10,400 |
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 | $51,325 | $88,479-42.0% | $96,543-46.8% | $80,187-36.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 8.92% | 22.53%-13.6pp | 35.75%-26.8pp | 40.40%-31.5pp |
| Employer contribution / active EE | $6,663 | $4,177+59.5% | $3,741+78.1% | $2,980+123.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $91 | $211-56.9% | $6,737-98.6% | $145-37.2% |