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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $98,244 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $79,369 |
MACALA & PIATT, LLC1+ years Filed as: MACALA & PIATT Service code 29 · EIN 34-1933033 | Legal | $53,856 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $36,800 |
WHITESPACE FINANCIAL1+ years Filed as: WHITESPACE CREATIVE Service code 16 243 FURNACE ST · AKRON, OH 44304 | Consulting | $15,815 |
PBGC PREMIUM1+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $13,650 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $12,800 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -2.69% | 2.79%-5.5pp | 4.16%-6.8pp | 11.88%-14.6pp |
| Employer contribution / active EE | $5,330 | $10,530-49.4% | $29,966-82.2% | $14,612-63.5% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |