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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $36,246 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $26,100 |
Service code 29 · EIN 34-1718740 | Legal | $23,758 |
THE BOGDAHN GROUP3+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
CIUNI & PANICHI, INC.3+ years Service code 10 · EIN 34-1322309 | Accounting | $10,968 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 30-0194096 | Bank Trustee | $6,970 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 8.25% | -1.56%+9.8pp | -2.18%+10.4pp | 10.56%-2.3pp |
| Employer contribution / active EE | $9,812 | $15,244-35.6% | $38,751-74.7% | $13,643-28.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |