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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIC MIDWEST Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $42,464 |
CUNI, RUST & STRENK10+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR. 620 · CINCINNATI, OH 45242 | Actuarial | $28,825 |
ALLOTTA FARLEY CO LPA10+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $22,985 |
DGPERRY, PLLC2 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $22,109 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 80-0861455 875 GREENTREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $20,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 SEVENTH STREET NW 600 · WASHINGTON, DC 20001 | Investment Management | $19,995 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRINGS, MD 20910 | Securities Custodian | $18,478 |
ASB CAPITAL MANAGEMENT1 year Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $13,056 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 19 · EIN 34-0797057 100 PUBLIC SQ STE 600 · CLEVELAND, OH 44113 | Securities Custodian | $8,559 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 50 · EIN 22-1146430 1900 E. 9TH STREET · CLEVELAND, OH 44114 | Direct Payment | $8,313 |
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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% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 11.86% | 11.01%+0.9pp | 8.10%+3.8pp | 7.65%+4.2pp |
| Employer contribution / active EE | $10,948 | $13,413-18.4% | $28,649-61.8% | $20,582-46.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |