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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3507129 2000 TOWN CENTER SUITE 2370 · SOUTHFIELD, MI 48075 | Legal | $87,661 |
CUNI, RUST & STRENK2+ years Filed as: CUNI, RUST, AND STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $66,100 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $51,165 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 28 · EIN 22-1146430 ONE EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $47,775 |
TRUST COMPANY OF TOLEDO2+ years Service code 21 · EIN 34-1661757 1630 TIMBERWOLF DR · HOLLAND, OH 43528 | Bank Trustee | $43,828 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE, STE. 300 · TROY, MI 48098 | Contract Administrator | $40,877 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 17 · EIN 36-3485298 180 N. LASALLE ST., STE. 3500 · CHICAGO, IL 60601 | Pension Consulting | $39,195 |
GOLDMAN SACHS2+ years Filed as: LEVINE LEICHTMAN CAPITAL PARTNERS I Service code 28 · EIN 46-0924517 335 NORTH MAPLE DR., SUITE 130 · BEVERLY HILLS, CA 90210 | Investment Management | $33,839 |
LUBLINSUSSMAN GROUP, LLP2+ years Service code 10 · EIN 34-1087273 3166 N. REPUBLIC BLVD · TOLEDO, OH 43615 | Accounting | $22,500 |
BROOKS INSURANCE1 year Filed as: BROOKS INSURANEC Service code 49 · EIN 34-4194540 1120 MADISON AVE · TOLEDO, OH 43604 | Other Services | $14,388 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.45% | 3.49%+3.0pp | 4.16%+2.3pp | 7.18%-0.7pp |
| Employer contribution / active EE | $12,543 | $11,083+13.2% | $29,966-58.1% | $13,095-4.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |