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 | $15,920 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 SEVENTH ST NW STE 900 · WASHINGTON, DC 20001 | Investment Management | $11,421 |
BODINE PERRY1 year Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $10,489 |
BENESYS, INC.2 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Plan Administrator | $9,615 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING LLC Service code 28 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Investment Management | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,715 | $77,660+29.7% | $109,143-7.7% | $79,386+26.9% |
| Participation rate | 0.0% | 67.8%-67.8pp | 75.9%-75.9pp | 70.7%-70.7pp |
| Annual return | 22.18% | 23.44%-1.3pp | 25.75%-3.6pp | 116.85%-94.7pp |
| Employer contribution / active EE | $5,007 | $2,797+79.0% | $3,722+34.5% | $2,427+106.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $521 | $732-28.8% | $6,752-92.3% | $626-16.8% |