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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN OHIO ADMINISTRATORS3+ years Service code 10 · EIN 34-1337680 | Accounting | $44,196 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $27,745 |
TRUST COMPANY OF TOLEDO3+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 28 · EIN 34-1661757 | Investment Management | $24,556 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,000 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $18,000 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 34-1087273 | Accounting | $6,100 |
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Employer contribution per participant 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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.13% | 1.05%+7.1pp | -752.26%+760.4pp | -0.69%+8.8pp |
| Employer contribution / active EE | $5,746 | $11,363-49.4% | $31,802-81.9% | $16,786-65.8% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |