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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 19 515 S. FLOWER ST. 49TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $90,426 |
NUVEEN3 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 | $76,308 |
FMI CORPORATION3 years Service code 28 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Investment Management | $55,785 |
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 33 FITCH BLVD. · YOUNGSTOWN, OH 44515 | Plan Administrator | $45,960 |
CUNI, RUST & STRENK3 years Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $30,350 |
ANDCO CONSULTING2 years Service code 17 5000 ROCKSIDE ROAD · INDEPENDENCE, OH 44131 | Pension Consulting | $30,000 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $29,503 |
Filed as: GREEN HAINES SGAMBATI CO., LPA Service code 29 · EIN 34-1224415 P.O. BOX 849 · YOUNGSTOWN, OH 445010849 | Legal | $19,084 |
PBGC PREMIUM4+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $18,564 |
SHEET METAL COLLECTION AGENCY4+ years Service code 64 · EIN 34-1296006 33 FITCH BLVD. · YOUNGSTOWN, OH 44515 | Recordkeeping Fees | $14,828 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -4.98% | 1.05%-6.0pp | -752.26%+747.3pp | -0.69%-4.3pp |
| Employer contribution / active EE | $12,346 | $11,363+8.6% | $31,802-61.2% | $16,786-26.5% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |