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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN REALITY ADVISORS Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $103,728 |
BENESYS, INC.5+ years Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $79,921 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL Service code 19 525 MARKET ST 10TH FLOOR · SAN FRANCISCO, OH 94105 | Securities Custodian | $68,945 |
CUNI, RUST & STRENK5+ years Service code 11 4555 LAKE FOREST DR ST620 · CINCINNATI, OH 452425617 | Actuarial | $51,375 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Filed as: SHUMAKER, LOOP, & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $48,661 |
PBGC PREMIUM5+ years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20005 | Other Fees | $39,527 |
AND CO. CONSULTING LLC4 years Service code 27 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $34,000 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $33,453 |
Filed as: OHIO CONFERENCE OF PLASTERERS & CM Service code 15 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping | $32,912 |
Filed as: FIFTH THIRD Service code 19 · EIN 31-0854433 | Securities Custodian | $30,200 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 3.80% | 6.41%-2.6pp | 8.01%-4.2pp | 11.45%-7.6pp |
| Employer contribution / active EE | $9,366 | $11,592-19.2% | $29,476-68.2% | $17,219-45.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |