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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $46,825 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $26,100 |
THE BOGDAHN GROUP2+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
Service code 29 · EIN 34-1718740 | Legal | $10,979 |
CIUNI & PANICHI, INC.2+ years Service code 10 · EIN 34-1322309 | Accounting | $10,811 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 30-0194096 | Bank Trustee | $8,116 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.18% | 11.16%-2.0pp | 10.36%-1.2pp | 10.41%-1.2pp |
| Employer contribution / active EE | $9,255 | $16,610-44.3% | $37,738-75.5% | $14,691-37.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |