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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $144,823 |
R M KOMOROWSKI JR CPA INC2+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Contract Administrator | $56,400 |
COWDEN ASSOCIATES, INC.2+ years Filed as: COWDEN ASSOCIATES INC Service code 11 · EIN 25-1750131 FOUR GATEWAY CENTER · PITTSBURGH, PA 15222 | Actuarial | $24,346 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON KOZICKI & GWYNN LLC Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $14,900 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $14,494 |
MACALA & PIATT, LLC2+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $14,090 |
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Participant contribution per participant 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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.60% | 11.09%+2.5pp | 8.32%+5.3pp | 13.95%-0.3pp |
| Employer contribution / active EE | $0 | $10,980-100.0% | $30,793-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $16,297 | $4,074+300.0% | $90+18013.5% | $511+3088.2% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |