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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $50,095 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $29,116 |
THE BOGDAHN GROUP10+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $23,000 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 | Accounting | $13,183 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 21 · EIN 30-0194096 | Bank Trustee | $11,250 |
EBERTS & HARRISON2 years Filed as: EBERTS & HARRISON, INC. Service code 73 1604 RIDGESIDE DR #203 · MT. AIRY, MD 21771 | Other insurance fees and expenses | $5,453 |
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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 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 18.6%-18.6pp |
| Annual return | 4.86% | 9.16%-4.3pp | 44.37%-39.5pp | 9.77%-4.9pp |
| Employer contribution / active EE | $9,448 | $9,091+3.9% | $36,004-73.8% | $13,890-32.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $159-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |