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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK3+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $53,625 |
AMERICAN REALTY ADVISORS3+ years Service code 28 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $27,795 |
Filed as: AND CO INC. Service code 28 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Investment Management | $18,167 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $8,388 |
GREEN HAINES SGAMBATI CO, LPA3+ years Filed as: GREEN, HAINES, SGAMBATI, CO LPA Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA E 800 · YOUNGSTOWN, OH 44503 | Legal | $7,856 |
Service code 64 · EIN 34-1033692 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping Fees | $7,676 |
BODINE PERRY3+ years Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,100 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 8.47% | -1.53%+10.0pp | -2.18%+10.7pp | -0.69%+9.2pp |
| Employer contribution / active EE | $6,774 | $14,498-53.3% | $38,751-82.5% | $16,786-59.6% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |