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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 80-0861455 875 GREENTREE RD · PITTSBURGH, PA 15220 | Advisory (Plan) | $75,833 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 34-1487882 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44401 | Contract Administrator | $54,384 |
AMERICAN REALTY ADVISORS10+ years Service code 19 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $49,330 |
CUNI, RUST & STRENK10+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $28,500 |
PNC BANK, N.A.10+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $20,695 |
HYLANT GROUP3 years Filed as: HYLANT GROUP, INC. Service code 22 · EIN 34-1880366 6736 FALLS OF NEUSE RD · RALEIGH, NC 27615 | Insurance Broker | $16,836 |
Service code 29 · EIN 34-1718740 20445 EMERALD PKWY 210 · CLEVELAND, OH 441350629 | Legal | $12,390 |
DGPERRY, PLLC3 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44514 | Accounting | $12,070 |
MAH,TR&SH VALLEY CENTRAL ADMIN AGCY10+ years Service code 50 · EIN 34-1033692 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Direct Payment | $10,401 |
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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 8.08% | 9.01%-0.9pp | 8.99%-0.9pp | 8.39%-0.3pp |
| Employer contribution / active EE | $9,223 | $13,944-33.9% | $25,171-63.4% | $18,340-49.7% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |