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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 83-2454243 5600 NEW KING DR, STE 330 · TROY, MI 48098 | Plan Administrator | $31,826 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Advisory (Plan) | $27,300 |
CUNI, RUST & STRENK1 year Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $25,650 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $23,013 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $13,250 |
NEWTOWER TRUST COMPANY1 year Service code 18 · EIN 30-0872552 7315 WISCONSIN AVE 350W · BETHESDA, MD 20814 | Custodial (other than securities); In... | $12,187 |
FRSECURE1 year Filed as: FRSECURE LLC Service code 49 · EIN 26-3547185 6550 YORK AVE S 500 · EDINA, MN 55435 | Other Services | $5,340 |
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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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 8.11% | 13.02%-4.9pp | 9.57%-1.5pp | 9.16%-1.1pp |
| Employer contribution / active EE | $8,887 | $13,807-35.6% | $26,706-66.7% | $19,955-55.5% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |