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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Service code 14 · EIN 31-6152294 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $27,200 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Advisory (Plan) | $20,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 19 · EIN 26-2237421 900 SEVENTH STREET NW 600 · WASHINGTON, DC 20001 | Securities Custodian | $14,648 |
ALLOTTA FARLEY CO LPA2+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $13,047 |
MOSIER & ASSOCIATES CPAS INC2+ years Filed as: MOSIER & ASSOCIATES CPAS, INC Service code 10 · EIN 47-1912410 180 E SPRING VALLEY RD · CENTERVILLE, OH 45458 | Accounting | $8,704 |
CUNI, RUST & STRENK2+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR. 620 · CINCINNATI, OH 45242 | Actuarial | $6,350 |
KEYBANK NATIONAL ASSOCIATION2+ years Service code 19 · EIN 34-0797057 100 PUBLIC SQ STE 600 · CLEVELAND, OH 44133 | Securities Custodian | $5,628 |
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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 | $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 | 6.69% | 2.79%+3.9pp | 4.16%+2.5pp | 11.88%-5.2pp |
| Employer contribution / active EE | $7,179 | $10,530-31.8% | $29,966-76.0% | $14,612-50.9% |
| 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% |