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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.2+ 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 |
ALLOTTA FARLEY CO LPA2+ years Service code 29 · EIN 34-1316963 222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $24,800 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $21,750 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 515 S FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $18,741 |
CUNI, RUST & STRENK2+ years Filed as: CUNI, RUST & STRENK INC Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $18,175 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 19 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Securities Custodian | $14,403 |
FOUNDRY PARTNERS2+ years Service code 51 · EIN 46-1184506 510 FIRST AVE N SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $14,226 |
MOSIER & ASSOCIATES CPAS INC2+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · DAYTON, OH 45458 | Accounting | $12,226 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $4,862 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 11.54% | 11.09%+0.4pp | 8.32%+3.2pp | 13.95%-2.4pp |
| Employer contribution / active EE | $7,811 | $10,980-28.9% | $30,793-74.6% | $16,598-52.9% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |