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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT SERV11+ years Filed as: NORTHWESTERN OHIO ADMIN Service code 10 · EIN 34-1337680 1720 INDIAN WOOD CIRCLE · MAUMEE, OH 43537 | Accounting | $109,530 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ADVISOR Service code 21 · EIN 13-2646110 333 WEST 34TH ST · NEW YORK, NY 10001 | Bank Trustee | $60,000 |
AMERICAN FUNDS11+ years Filed as: LP CAPITAL MANAGEMENT Service code 21 · EIN 02-0541198 11150 SNATA MONICA · LOS ANGELES, CA 90025 | Bank Trustee | $52,289 |
TRUST COMPANY OF TOLEDO11+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 19 · EIN 34-1661757 1630 TIMBERWOLF DRIVE · TOLEDO, OH 43528 | Securities Custodian | $46,208 |
SLC MANAGEMENT7 years Service code 21 · EIN 04-3401283 ONE SUN LIFE EXECUTIVE PK · WELLESLEY HILLS, MA 02481 | Bank Trustee | $35,357 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 SOUTH WACKER DR · CHICAGO, IL 60606 | Actuarial | $30,761 |
TITUS & URBANSKI, INC.11+ years Filed as: TITUS & URBANSKI, INC Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $27,900 |
HUNTINGTON INSURANCE6 years Filed as: HUNTINGTON INSURANCE, INC Service code 23 · EIN 34-1715613 221 S. CHURCH ST · BOWLING GREEN, OH 43402 | Insurance services | $16,972 |
SHUMAKER, LOOP & KENDRICK, LLP11+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON STREET · TOLEDO, OH 43624 | Legal | $8,503 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $741,882-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 50.0%-50.0pp | 9.3%-9.3pp |
| Annual return | 13.20% | 9.76%+3.4pp | 7.16%+6.0pp | 9.76%+3.4pp |
| Employer contribution / active EE | $0 | $12,965-100.0% | $28,188-100.0% | $12,965-100.0% |
| Participant deferral / active EE | $0 | $143-100.0% | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,425-100.0% | $4,785-100.0% |