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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $46,905 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $26,100 |
THE BOGDAHN GROUP4+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
CIUNI & PANICHI, INC.4+ years Service code 10 · EIN 34-1322309 | Accounting | $10,968 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 30-0194096 | Bank Trustee | $6,887 |
Service code 29 · EIN 34-1718740 | Legal | $6,760 |
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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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 4.50% | 12.98%-8.5pp | 14.64%-10.1pp | 13.59%-9.1pp |
| Employer contribution / active EE | $7,950 | $16,363-51.4% | $41,831-81.0% | $14,592-45.5% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |