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| 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) | $75,833 |
AMERICAN REALTY ADVISORS9+ years Service code 19 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $53,562 |
BENESYS, INC.9+ years Filed as: BENESYS Service code 13 · EIN 34-1487882 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44401 | Contract Administrator | $52,800 |
CUNI, RUST & STRENK9+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $27,175 |
DGPERRY, PLLC2 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44514 | Accounting | $24,038 |
PNC BANK, N.A.9+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $19,083 |
Service code 29 · EIN 34-1718740 20445 EMERALD PKWY 210 · CLEVELAND, OH 441350629 | Legal | $13,785 |
HYLANT GROUP2 years Filed as: HYLANT GROUP, INC. Service code 22 · EIN 34-1880366 6736 FALLS OF NEUSE RD · RALEIGH, NC 27615 | Insurance Broker | $12,933 |
Service code 50 · EIN 34-1033692 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Direct Payment | $9,909 |
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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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 10.19% | 7.29%+2.9pp | 8.10%+2.1pp | 8.21%+2.0pp |
| Employer contribution / active EE | $8,808 | $9,759-9.7% | $28,649-69.3% | $13,837-36.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |