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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 | Insurance services; Direct payment fr... | $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 | $106,351-83.0% | $105,223-82.8% | $103,975-82.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 10.47% | 11.69%-1.2pp | 180.65%-170.2pp | 19.41%-8.9pp |
| Employer contribution / active EE | $2,113 | $5,336-60.4% | $3,689-42.7% | $3,722-43.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $222 | $316-29.8% | $8,859-97.5% | $332-33.3% |