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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN REALITY ADVISORS Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $92,772 |
BENESYS, INC.3+ years Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $76,738 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4007862 | Investment Management | $68,621 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL Service code 19 525 MARKET ST 10TH FLOOR · SAN FRANCISCO, OH 94105 | Securities Custodian | $54,652 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER, LOOP, & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $54,234 |
CUNI, RUST & STRENK3+ years Service code 11 4555 LAKE FOREST DR ST620 · CINCINNATI, OH 452425617 | Actuarial | $40,950 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $36,625 |
AND CO. CONSULTING LLC2 years Service code 27 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $34,000 |
Filed as: FIFTH THIRD Service code 19 · EIN 31-0854433 | Securities Custodian | $31,287 |
Filed as: OHIO CONFERENCE OF PLASTERERS & CM Service code 15 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping | $30,756 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.27% | 4.25%+4.0pp | -752.26%+760.5pp | 0.19%+8.1pp |
| Employer contribution / active EE | $8,705 | $11,906-26.9% | $31,802-72.6% | $13,763-36.7% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |