Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS6+ years Service code 19 515 S. FLOWER ST. 49TH FLOOR · LOS ANGELES, CA 90071 | Securities Custodian | $95,995 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 33 FITCH BLVD. · YOUNGSTOWN, OH 44515 | Plan Administrator | $47,963 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $43,186 |
NUVEEN5 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 | $39,504 |
ANDCO CONSULTING4 years Service code 17 5000 ROCKSIDE ROAD · INDEPENDENCE, OH 44131 | Pension Consulting | $30,000 |
FMI CORPORATION5 years Service code 28 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Investment Management | $28,475 |
PBGC PREMIUM6+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $20,310 |
CUNI, RUST & STRENK5 years Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $12,900 |
HILL WARD HENDERSON4 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 6603 SUMMIT DRIVE · CANFIELD, OH 44406 | Accounting | $8,550 |
SHEET METAL COLLECTION AGENCY6+ years Service code 64 · EIN 34-1296006 33 FITCH BLVD. · YOUNGSTOWN, OH 44515 | Recordkeeping Fees | $8,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 14.22% | 6.95%+7.3pp | 8.01%+6.2pp | 627.08%-612.9pp |
| Employer contribution / active EE | $11,177 | $11,635-3.9% | $29,475-62.1% | $18,824-40.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |