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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 63 · EIN 74-6035056 | 12b-1 Fees | $141,057 |
Service code 13 1720 INDIAN WOOD CIR C · MAUMEE, OH 43537 | Contract Administrator | $88,578 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 28 · EIN 06-0839113 | Investment Management | $62,500 |
Service code 29 · EIN 34-4439491 | Legal | $42,037 |
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,772 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
HUNTINGTON INSURANCE6 years Service code 23 37 W. BROAD ST. · COLUMBUS, OH 43215 | Direct payment from the plan; Insuran... | $6,345 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,048 | $98,776-81.7% | $119,126-84.8% | $89,670-79.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 10.47% | 9.25%+1.2pp | 282.11%-271.6pp | 19.66%-9.2pp |
| Employer contribution / active EE | $2,113 | $5,802-63.6% | $4,034-47.6% | $4,041-47.7% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $222 | $230-3.8% | $10,693-97.9% | $352-37.0% |