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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $26,077 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 38-3155388 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $23,900 |
CUNI, RUST & STRENK2+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $14,625 |
Filed as: AND CO INC. Service code 28 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Investment Management | $14,333 |
GREEN HAINES SGAMBATI CO, LPA2+ years Filed as: GREEN, HAINES, SGAMBATI, CO LPA Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA E 800 · YOUNGSTOWN, OH 44503 | Legal | $8,203 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $7,596 |
Service code 64 · EIN 34-1033692 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping Fees | $7,191 |
BODINE PERRY2+ years Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,000 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.94% | 12.23%-0.3pp | 10.36%+1.6pp | 13.95%-2.0pp |
| Employer contribution / active EE | $6,904 | $18,059-61.8% | $37,738-81.7% | $16,598-58.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |