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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN REALITY ADVISORS Service code 19 515 S. FLOWER ST. · LOS ANGELES, CA 90071 | Securities Custodian | $134,618 |
ULLICO4 years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $100,595 |
BENESYS, INC.8+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $90,448 |
CUNI, RUST & STRENK8+ years Service code 11 4555 LAKE FOREST DR ST620 · CINCINNATI, OH 452425617 | Actuarial | $68,950 |
MANNING & NAPIER8+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 PO BOX 925 · FAIRPORT, NY 14450 | Investment Management | $50,284 |
PBGC PREMIUM8+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $44,064 |
SHUMAKER, LOOP & KENDRICK, LLP8+ years Filed as: SHUMAKER, LOOP, & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON ST · TOLEDO, OH 43604 | Legal | $39,779 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS LLC Service code 28 PO BOX 931054 · ATLANTA, GA 31193 | Investment Management | $36,062 |
Filed as: OHIO CONFERENCE OF PLASTERERS & CM Service code 15 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Recordkeeping | $35,430 |
Service code 28 1227 25TH STREET SW · WASHINGTON, DC 20037 | Investment Management | $34,237 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 7.41% | 7.15%+0.3pp | 20.18%-12.8pp | 37.74%-30.3pp |
| Employer contribution / active EE | $11,053 | $13,270-16.7% | $29,108-62.0% | $15,788-30.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |