Filed September 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W. 688 FRINGE BENEFIT FUNDS10+ years Service code 15 · EIN 26-4616613 67 S WALNUT ST · MANSFIELD, OH 44902 | Recordkeeping | $24,008 |
DGPERRY, PLLC3 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $14,490 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 18 · EIN 26-2237421 900 SEVENTH ST NW STE 900 · WASHINGTON, DC 20001 | Custodial (other than securities); In... | $14,409 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 80-0861455 225 WEST WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $10,795 |
LIBERTY GROUP LLC3 years Filed as: LIBERTY INSURANCE AGENCY Service code 22 1910 COCHRAN DR · PITTSBURGH, PA 15220 | Insurance Broker | $10,736 |
BENESYS, INC.6 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE · CANFIELD, OH 44406 | Plan Administrator | $10,603 |
MACALA & PIATT, LLC2 years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $6,212 |
Filed as: FIFTH THIRD Service code 19 · EIN 31-0854434 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,440 | $90,170-44.1% | $150,734-66.5% | $69,733-27.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 9.50% | 16.56%-7.1pp | 600.81%-591.3pp | 15.22%-5.7pp |
| Employer contribution / active EE | $5,547 | $3,428+61.8% | $4,918+12.8% | $2,250+146.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $275 | $4,600-94.0% | $14,905-98.2% | $3,102-91.1% |