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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C MILLER & CO, INC Service code 14 · EIN 35-1820020 2111 W LINCOLN HIGHWAY · MERRILLVILLE, IN 46410 | Plan Administrator | $29,100 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST & STRENK INC Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $26,175 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 19 · EIN 45-3328488 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Securities Custodian | $23,475 |
ALLOTTA FARLEY CO LPA1+ years Service code 29 · EIN 34-1316963 222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $21,378 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN CONSULTING LLC Service code 27 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $20,000 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $17,504 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 510 FIRST AVE N SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $12,610 |
MOSIER & ASSOCIATES CPAS INC1+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · DAYTON, OH 45458 | Accounting | $9,663 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $3,442 |
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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 | -1.71% | 2.79%-4.5pp | 4.16%-5.9pp | 11.88%-13.6pp |
| Employer contribution / active EE | $7,347 | $10,530-30.2% | $29,966-75.5% | $14,612-49.7% |
| 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% |