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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Service code 19 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $274,533 |
BENESYS, INC.4 years Filed as: BENESYS Service code 14 · EIN 38-2383171 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Plan Administrator | $70,973 |
ACRISURE3 years Service code 11 · EIN 26-3554656 4 GATEWAY CENTER, STE 605 · PITTSBURGH, PA 15222 | Actuarial | $29,909 |
THE HORTON GROUP1 year Service code 16 · EIN 36-3672171 10320 ORLAND PARKWAY · ORLAND PARK, IL 60467 | Consulting | $19,217 |
DGPERRY, PLLC3 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $18,500 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 S MAIN STREET · NORTH CANTON, OH 44720 | Legal | $17,051 |
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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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 8.86% | 9.00%-0.1pp | 9.03%-0.2pp | 8.35%+0.5pp |
| Employer contribution / active EE | $20,116 | $14,409+39.6% | $26,284-23.5% | $17,935+12.2% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |