Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $255,218 |
CLEARSTEAD ADVISORS, LLC2 years Service code 27 1100 SUPERIOR AVE EAST · CLEVELAND, OH 44114 | Advisory (Plan) | $94,105 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $38,429 |
MEADEN & MOORE, LTD.5 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $16,500 |
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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 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 7.62% | 7.65%0pp | 5.62%+2.0pp | 7.65%0pp |
| Employer contribution / active EE | $8,543 | $20,582-58.5% | $37,825-77.4% | $20,582-58.5% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |