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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS1 year Filed as: ANCORA Service code 28 6060 PARKLAND BLVD 200 · CLEVELAND, OH 44124 | Investment Management | $54,015 |
BENESYS, INC.6+ years Filed as: BENESYS Service code 13 · EIN 34-1487882 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $50,600 |
AMERICAN REALTY ADVISORS6+ years Service code 19 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $30,879 |
CUNI, RUST & STRENK6+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $29,750 |
BODINE PERRY6+ years Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $19,528 |
Service code 29 · EIN 34-1718740 20445 EMERALD PKWY 210 · CLEVELAND, OH 441350629 | Legal | $19,091 |
Filed as: AND CO INC. Service code 27 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Advisory (Plan) | $17,417 |
Service code 50 · EIN 34-1033692 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Direct Payment | $10,053 |
5TH STREET ADVISORS, LLC2 years Filed as: 5TH 3RD BANK Service code 19 · EIN 31-0281170 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $9,769 |
PNC BANK, N.A.6+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $6,824 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 30.69% | 17.53%+13.2pp | 11.08%+19.6pp | 11.84%+18.9pp |
| Employer contribution / active EE | $8,004 | $12,005-33.3% | $28,418-71.8% | $17,339-53.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |