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| Provider | Service type | Compensation |
|---|---|---|
HILEMAN ASSOCIATES, INC.1 year Filed as: HILEMAN ASSOCIATES Service code 50 · EIN 34-1373917 3361 EXECUTIVE PARKWAY · TOLEDO, OH 43606 | Direct Payment | $5,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,323 | $46,173-82.0% | $170,435-95.1% | $69,631-88.0% |
| Participation rate | 16.7% | 63.9%-47.2pp | 83.6%-66.9pp | 70.7%-54.0pp |
| Annual return | 9.09% | 21.62%-12.5pp | 205.94%-196.8pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $69 | $1,610-95.7% | $5,432-98.7% | $2,032-96.6% |
| Participant deferral / active EE | $216 | $2,080-89.6% | $4,939-95.6% | $3,224-93.3% |
| Admin fee / account holder | $213 | $116+83.5% | $13,881-98.5% | $110+92.6% |