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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN REALITY ADVISORS Service code 19 515 S. FLOWER ST. · LOS ANGELES, CA 90071 | Securities Custodian | $129,786 |
ULLICO3 years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $114,243 |
BENESYS, INC.7+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $85,027 |
CUNI, RUST & STRENK7+ years Service code 11 4555 LAKE FOREST DR ST620 · CINCINNATI, OH 452425617 | Actuarial | $75,525 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 PO BOX 925 · FAIRPORT, NY 14450 | Investment Management | $60,841 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS CAPITAL Service code 19 PO BOX 1450 · MINNEAPOLIS, MN 55485 | Securities Custodian | $57,148 |
SHUMAKER, LOOP & KENDRICK, LLP7+ years Filed as: SHUMAKER, LOOP, & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON ST · TOLEDO, OH 43604 | Legal | $47,731 |
PBGC PREMIUM7+ years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20005 | Other Fees | $41,726 |
Filed as: FIFTH THIRD Service code 19 · EIN 31-0854433 PO BOX 1868, MD 1MOB2D · TOLEDO, OH 43604 | Securities Custodian | $34,324 |
AND CO. CONSULTING LLC6 years Service code 27 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $34,000 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.21% | -8.26%-1.9pp | -5.85%-4.4pp | 2.77%-13.0pp |
| Employer contribution / active EE | $10,300 | $12,543-17.9% | $31,839-67.6% | $15,262-32.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |