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| Provider | Service type | Compensation |
|---|---|---|
5TH STREET ADVISORS, LLC1 year Filed as: 5TH 3RD BANK Service code 28 · EIN 31-0281170 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Management | $63,968 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 13 · EIN 34-1487882 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $43,700 |
AMERICAN REALTY ADVISORS5+ years Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $31,445 |
CUNI, RUST & STRENK5+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $29,650 |
Filed as: AND CO INC. Service code 28 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Investment Management | $19,000 |
HBK CPAS & CONSULTANTS1 year Filed as: HBK CPAS AND CONSULTANTS Service code 10 6603 SUMMIT DR FLOOR 2 · CANFIELD, OH 44406 | Accounting | $11,200 |
Service code 64 · EIN 34-1033692 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping Fees | $10,696 |
GREEN HAINES SGAMBATI CO, LPA5+ years Filed as: GREEN, HAINES, SGAMBATI, CO LPA Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA E 800 · YOUNGSTOWN, OH 44503 | Legal | $9,930 |
PNC BANK, N.A.5+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $8,403 |
BODINE PERRY5+ years Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,600 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 81.85% | 10.61%+71.2pp | 9.52%+72.3pp | 627.08%-545.2pp |
| Employer contribution / active EE | $7,048 | $21,392-67.1% | $41,951-83.2% | $18,824-62.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |