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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 302 KNIGHTS RUN AVE · TAMPA, FL 33602 | Contract Administrator | $324,720 |
CHEIRON10+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 8300 GREENSBORO DR · MCLEAN, VA 22102 | Actuarial | $260,471 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $55,000 |
YURCHYK & DAVIS CPA'S, INC.3 years Service code 10 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 | Accounting | $49,090 |
KEYBANK NATIONAL ASSOCIATION4 years Filed as: KEYBANK Service code 19 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Securities Custodian | $47,582 |
FAULKNER, HOFFMAN & PHILLIPS, LLC10+ years Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 20445 EMERALD PKWY DR · CLEVELAND, OH 44135 | Legal | $44,342 |
PBGC PREMIUM4 years Service code 73 445 12TH STREET SW · WASHINGTON, DC 20024 | Other insurance fees and expenses | $42,282 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL UNION 436 Service code 99 6051 CAREY DRIVE · VALLEY VIEW, OH 441254259 | Other Fees | $28,015 |
IRON MOUNTAIN1 year Service code 15 1750 SHENANGO RD · TOBYHANNA, PA 18466 | Recordkeeping | $13,087 |
INVESCO10+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 51 1331 SPRING ST NW · ATLANTA, GA 30309 | Investment Mgmt Fees | $6,723 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | 3.82% | 7.29%-3.5pp | 8.10%-4.3pp | 8.21%-4.4pp |
| Employer contribution / active EE | $18,116 | $9,759+85.6% | $28,649-36.8% | $13,837+30.9% |
| 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% |