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| Provider | Service type | Compensation |
|---|---|---|
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $41,558 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Service code 10 · EIN 34-1337680 | Accounting | $30,848 |
MANNING & NAPIER1+ years Service code 28 PO BOX 925 · FAIRPORT, NY 14450 | Investment Management | $28,200 |
TRUST COMPANY OF TOLEDO1+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 28 · EIN 34-1661757 | Investment Management | $23,708 |
THE BOGDAHN GROUP1+ years Filed as: THE BOGDAHN GROUP LLP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $18,300 |
LUBLIN SUSSMAN GROUP LLP1+ years Filed as: LUBLIN SUSSMAN GROUP LLC Service code 10 · EIN 34-1087273 | Accounting | $5,700 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -1.63% | 2.79%-4.4pp | 4.16%-5.8pp | 11.88%-13.5pp |
| Employer contribution / active EE | $5,782 | $10,530-45.1% | $29,966-80.7% | $14,612-60.4% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |