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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 19 515 S. FLOWER ST. 49TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $80,448 |
NUVEEN2 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 2049 CENTURY PARK EAST, SUITE 1600 · LOS ANGELES, CA 90067 | Investment Management | $69,782 |
FMI CORPORATION2 years Service code 28 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Investment Management | $55,998 |
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 33 FITCH BLVD. · YOUNGSTOWN, OH 44515 | Plan Administrator | $44,300 |
CUNI, RUST & STRENK2 years Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $30,125 |
ANDCO CONSULTING1 year Service code 17 5000 ROCKSIDE ROAD · INDEPENDENCE, OH 44131 | Pension Consulting | $30,000 |
Service code 28 350 CALIFORNIA ST, SUITE 1600 · SAN FRANCISCO, CA 94104 | Investment Management | $23,735 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $19,717 |
PBGC PREMIUM3+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $18,368 |
Filed as: GREEN HAINES SGAMBATI CO., LPA Service code 29 · EIN 34-1224415 P.O. BOX 849 · YOUNGSTOWN, OH 445010849 | Legal | $14,194 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 14.33% | 11.09%+3.2pp | 8.32%+6.0pp | 13.95%+0.4pp |
| Employer contribution / active EE | $12,168 | $10,980+10.8% | $30,793-60.5% | $16,598-26.7% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |