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 | $16,993 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 SEVENTH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $9,895 |
MOSIER & ASSOCIATES CPAS INC2+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $9,557 |
MACALA & PIATT, LLC2+ years Service code 29 · EIN 34-1933033 601 S MAIN ST · NORTH CANTON, OH 44720 | Legal | $8,502 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Plan Administrator | $8,040 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 28 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Investment Management | $7,500 |
Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $1,643 |
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 | $16,448 | $58,726-72.0% | $92,240-82.2% | $62,293-73.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.45% | 43.62%-34.2pp | 176.29%-166.8pp | 28.90%-19.4pp |
| Employer contribution / active EE | $2,570 | $2,392+7.5% | $3,680-30.1% | $2,042+25.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $117 | $556-78.9% | $5,194-97.7% | $479-75.5% |