Filed November 2, 2022 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AL MINOR & ASSOCIATES, INC.1+ years Service code 11 283 SOUTH STATE STREET · WESTERVILLE, OH 43081 | Actuarial | $47,720 |
HIRTH NORRIS & GARRISON, LLP1+ years Filed as: HIRTH, NORRIS GARRISON, LLP Service code 10 2425 OLD STRINGTOWN RD. · GROVE CITY, OH 43123 | Accounting | $5,000 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 464.14% | 17.94%+446.2pp | 5.44%+458.7pp | 7.18%+457.0pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |