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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Service code 19 515 S FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $74,616 |
Filed as: U S REAL ESTATE INVESTMENT FUND Service code 19 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $59,690 |
ULLICO3 years Filed as: ULLICO INFRASTRUCTURE T/E FUND Service code 19 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Securities Custodian | $55,405 |
BENESYS, INC.3 years Filed as: BENESYS Service code 14 3660 STUTZ DR, STE 101 · CANFIELD, OH 44406 | Plan Administrator | $55,284 |
PNC BANK, N.A.3 years Filed as: PNC BANK NA Service code 19 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $49,399 |
CUNI, RUST & STRENK9 years Service code 11 4555 LAKE FOREST DRIVE, STE 620 · CINCINNATI, OH 452423760 | Actuarial | $44,450 |
ASHER KELLY4 years Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $44,217 |
SHEET METAL COLLECTION AGENCY10+ years Service code 64 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Recordkeeping Fees | $17,610 |
ANDCO CONSULTING8 years Service code 17 5000 ROCKSIDE ROAD · INDEPENDENCE, OH 44131 | Pension Consulting | $15,000 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 17 875 GREEN TREE RD. STE. 840 · PITTSBURGH, PA 15220 | Pension Consulting | $15,000 |
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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 | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 10.97% | 11.01%0pp | 8.10%+2.9pp | 7.65%+3.3pp |
| Employer contribution / active EE | $13,401 | $13,413-0.1% | $28,649-53.2% | $20,582-34.9% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |