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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 | Investment Management | $166,481 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $31,600 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $21,941 |
ALLOTTA FARLEY CO LPA1+ years Filed as: ALLOTTA & FARLEY CO, LPA Service code 29 · EIN 34-1316963 | Legal | $21,614 |
THE BOGDAHN GROUP1+ years Service code 16 6133 ROCKSIDE RD · INDEPENDENCE, OH 44131 | Consulting | $21,000 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY Service code 19 · EIN 33-0123114 | Securities Custodian | $19,184 |
Service code 15 · EIN 20-3443534 | Recordkeeping | $13,305 |
COMERICA BANK1+ years Filed as: COMERICA Service code 18 · EIN 38-3192893 | Investment management fees paid direc... | $11,139 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 0.72% | 611.38%-610.7pp | 22.78%-22.1pp | 48.65%-47.9pp |
| Employer contribution / active EE | $1,034 | $2,943-64.9% | $3,574-71.1% | $2,182-52.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |