Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AND CO INC. Service code 27 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Advisory (Plan) | $70,000 |
AMERICAN REALTY ADVISORS8+ years Service code 19 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $56,235 |
BENESYS, INC.8+ years Filed as: BENESYS Service code 13 · EIN 34-1487882 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44401 | Contract Administrator | $49,800 |
CUNI, RUST & STRENK8+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $24,850 |
PNC BANK, N.A.8+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $17,333 |
Service code 29 · EIN 34-1718740 20445 EMERALD PKWY 210 · CLEVELAND, OH 441350629 | Legal | $12,344 |
HYLANT GROUP1 year Filed as: HYLANT GROUP, INC. Service code 22 · EIN 34-1880366 6736 FALLS OF NEUSE RD · RALEIGH, NC 27615 | Insurance Broker | $12,051 |
Service code 50 · EIN 34-1033692 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Direct Payment | $11,777 |
DGPERRY, PLLC1 year Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44514 | Accounting | $9,034 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 0.59% | 146.80%-146.2pp | 20.18%-19.6pp | 22.81%-22.2pp |
| Employer contribution / active EE | $8,759 | $13,016-32.7% | $29,108-69.9% | $18,290-52.1% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |