Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 14 · EIN 31-6152294 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $24,400 |
CUNI, RUST & STRENK1+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR. 620 · CINCINNATI, OH 45242 | Actuarial | $24,100 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Advisory (Plan) | $20,000 |
ALLOTTA FARLEY CO LPA1+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $18,137 |
MOSIER & ASSOCIATES CPAS INC1+ years Filed as: MOSIER & ASSOCIATES CPAS, INC Service code 10 · EIN 47-1912410 180 E SPRING VALLEY RD · CENTERVILLE, OH 45458 | Accounting | $11,842 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 19 · EIN 34-0797057 100 PUBLIC SQ STE 600 · CLEVELAND, OH 44133 | Securities Custodian | $6,234 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -2.35% | -1.83%-0.5pp | -1.61%-0.7pp | 2.81%-5.2pp |
| Employer contribution / active EE | $5,425 | $9,208-41.1% | $30,840-82.4% | $16,358-66.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |