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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD ASSET MANAGEMENT Service code 28 · EIN 31-0676865 | Investment Management | $62,623 |
VICTORY1+ years Filed as: VICTORY DIVERSIFIED STOCK COLL. FD Service code 68 · EIN 13-2700161 | Securities brokerage commissions and ... | $39,112 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $34,719 |
PAINTING INDUSTRY INSURANCE FUND1+ years Filed as: PAINTING INDUSTRY INSURANCE FUNDS Service code 14 8257 DOW CIRCLE · CLEVELAND, OH 44136 | Plan Administrator | $25,000 |
WICKENS, HERZER, PANZA, COOKE1+ years Service code 29 · EIN 34-1114757 | Legal | $16,757 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN CONSULTING LLC Service code 27 · EIN 59-3676225 4901 VINELAND RD #600 · ORLANDO, FL 32811 | Advisory (Plan) | $15,000 |
HOWARD SIMON & ASSOCIATES, INC.1+ years Filed as: HOWARD, WERSHBALE & CO. Service code 10 · EIN 34-1663157 | Accounting | $14,900 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 19 · EIN 34-1784820 | Securities Custodian | $6,889 |
ANCORA ADVISORS1+ years Filed as: ANCORA Service code 27 2000 AUBURN DR SUITE 300 · CLEVELAND, OH 44122 | Advisory (Plan) | $518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,532 | $74,024-8.8% | $78,002-13.4% | $57,658+17.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 12.18% | 12.14%0pp | 425.99%-413.8pp | 5.13%+7.0pp |
| Employer contribution / active EE | $8,102 | $2,365+242.5% | $2,470+228.0% | $1,974+310.5% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $408 | $93+337.4% | $5,481-92.6% | $95+331.2% |