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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 26-4616613 67 S WALNUT ST · MANSFIELD, OH 44902 | Recordkeeping Fees | $16,857 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 601 S MAIN ST · NORTH CANTON, OH 44720 | Legal | $9,976 |
MOSIER & ASSOCIATES CPAS INC1+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $9,600 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 SEVENTH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $9,574 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW ASSET MANAGEMENT, INC. Service code 28 · EIN 34-1705163 3333 RICHMOND RD STE 180 · BEACHWOOD, OH 44122 | Investment Management | $8,505 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 700 TOWER DR STE 300 · TROY, MI 48098 | Plan Administrator | $7,545 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 28 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Investment Management | $7,500 |
Service code 19 · EIN 31-1051736 600 SUPERIOR AVE · CLEVELAND, OH 44114 | Securities Custodian | $2,115 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,599 | $52,884-70.5% | $84,753-81.6% | $55,167-71.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -2.17% | 18.03%-20.2pp | 22.78%-25.0pp | 169.23%-171.4pp |
| Employer contribution / active EE | $2,194 | $2,233-1.8% | $3,574-38.6% | $1,963+11.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $138 | $581-76.2% | $5,333-97.4% | $504-72.5% |