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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $154,806 |
R M KOMOROWSKI JR CPA INC3+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Contract Administrator | $58,400 |
COWDEN ASSOCIATES, INC.3+ years Filed as: COWDEN ASSOCIATES INC Service code 11 · EIN 25-1750131 FOUR GATEWAY CENTER · PITTSBURGH, PA 15222 | Actuarial | $30,038 |
MACALA & PIATT, LLC3+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $18,395 |
Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $17,000 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $15,530 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.60% | 1.05%+7.6pp | -752.26%+760.9pp | -0.69%+9.3pp |
| Employer contribution / active EE | $0 | $11,363-100.0% | $31,802-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $18,319 | $18,3190% | $47+38531.9% | $525+3387.6% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |