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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS2 years Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $95,581 |
HEALTHSCOPE BENEFITS3 years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 27 CORPORATE HILL DR · LITTLE ROCK, AR 72205 | Contract Administrator | $14,807 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $14,000 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 19 · EIN 25-1197336 116 ALLEGHENY CENTER · PITTSBURGH, PA 15212 | Securities Custodian | $10,135 |
YURCHYK & DAVIS CPA'S, INC.8+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $9,900 |
MACALA & PIATT, LLC7 years Filed as: MACALA & PIATT LLC Service code 29 601 S MAIN STREET · NORTH CANTON, OH 44720 | Legal | $8,312 |
PBGC PREMIUM6 years Service code 73 445 12TH ST SW · WASHINGTON, DC 20024 | Other insurance fees and expenses | $6,752 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 19 PO BOX 77001 · CINCINNATI, OH 45277 | Securities Custodian | $6,613 |
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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Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -15.05% | -6.78%-8.3pp | -5.85%-9.2pp | 39.77%-54.8pp |
| Employer contribution / active EE | $11,330 | $13,335-15.0% | $31,839-64.4% | $19,959-43.2% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |