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| Provider | Service type | Compensation |
|---|---|---|
CLEVE SOFT DRINK WORKERS LOC 116410+ years Service code 13 · EIN 34-0443353 | Contract Administrator | $40,587 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $13,750 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $13,491 |
J. SCHAEFER & COMPANY LLC5 years Service code 10 · EIN 82-3706925 | Accounting | $9,500 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY CORP Service code 28 · EIN 34-1784820 | Investment Management | $5,060 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.9%-43.9pp |
| Annual return | 2.22% | 7.69%-5.5pp | 8.92%-6.7pp | 13.05%-10.8pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,416-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $30,946-100.0% |