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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN OHIO ADMINISTRATORS9+ years Service code 13 · EIN 34-1337680 | Contract Administrator | $217,568 |
FRONTIER CAPITAL MANAGEMENT9+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $112,887 |
Service code 19 · EIN 34-0797057 | Securities Custodian | $92,025 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $60,500 |
Service code 99 · EIN 45-0593187 | Other Fees | $52,499 |
SHUMAKER, LOOP & KENDRICK, LLP9+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $32,507 |
HUNTINGTON INSURANCE4 years Service code 22 41 S. HIGH STREET · COLUMBUS, OH 43215 | Insurance Broker | $18,949 |
STATE STREET GLOBAL ADVISORS9+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $15,085 |
Service code 10 · EIN 31-0800053 | Accounting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,134 | $241,850-76.8% | $102,437-45.2% | $200,096-71.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.97% | 17.67%-5.7pp | 24.95%-13.0pp | 34.26%-22.3pp |
| Employer contribution / active EE | $6,432 | $4,253+51.2% | $3,871+66.2% | $3,038+111.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $123 | $288-57.3% | $8,388-98.5% | $269-54.3% |