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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS4 years Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $115,694 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $17,000 |
HEALTHSCOPE BENEFITS5 years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 27 CORPORATE HILL DR · LITTLE ROCK, AR 72205 | Contract Administrator | $15,252 |
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 19 116 ALLEGHENY CENTER · PITTSBURGH, PA 15212 | Securities Custodian | $11,895 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $9,900 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 19 900 SALEM ST · SMITHFIELD, RI 02917 | Securities Custodian | $9,100 |
MACALA & PIATT, LLC9 years Filed as: MACALA & PIATT LLC Service code 29 601 S MAIN STREET · NORTH CANTON, OH 44720 | Legal | $8,112 |
PBGC PREMIUM8 years Service code 73 445 12TH ST SW · WASHINGTON, DC 20024 | Other insurance fees and expenses | $7,955 |
Filed as: INSULATORS 84 COMBINED FUND Service code 99 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Other Fees | $6,240 |
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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 | 12.26% | 11.01%+1.2pp | 8.10%+4.2pp | 7.65%+4.6pp |
| Employer contribution / active EE | $14,158 | $13,413+5.6% | $28,649-50.6% | $20,582-31.2% |
| 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% |