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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $36,540 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $26,100 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 30-0194096 | Bank Trustee | $10,218 |
CIUNI & PANICHI, INC.1+ years Service code 10 · EIN 34-1322309 | Accounting | $9,900 |
Service code 29 · EIN 34-1718740 | Legal | $5,174 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | -1.32% | 5.68%-7.0pp | 4.74%-6.1pp | 4.56%-5.9pp |
| Employer contribution / active EE | $8,707 | $16,243-46.4% | $36,089-75.9% | $15,526-43.9% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |