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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 PO BOX 925 · NEW YORK, NY 10178 | Investment Management | $47,135 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-3155388 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $25,200 |
AMERICAN REALTY ADVISORS1+ years Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $24,357 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 28 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Investment Management | $14,000 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $13,100 |
GREEN HAINES SGAMBATI CO, LPA1+ years Filed as: GREEN, HAINES, SGAMBATI, CO LPA Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA E 800 · YOUNGSTOWN, OH 44503 | Legal | $8,822 |
Service code 64 · EIN 34-1033692 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping Fees | $7,814 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $7,293 |
BODINE PERRY1+ years Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,000 |
HYLANT GROUP1+ years Filed as: HYLANT Service code 22 · EIN 59-2472652 6000 FREEDOM SQ DR 400 · INDEPENDENCE, OH 44131 | Insurance Broker | $5,634 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -4.24% | 5.80%-10.0pp | 4.74%-9.0pp | 11.88%-16.1pp |
| Employer contribution / active EE | $6,469 | $15,506-58.3% | $36,089-82.1% | $14,612-55.7% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |