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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $155,726 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Filed as: NORTHWESTERN OHIO ADMINISRATORS Service code 10 · EIN 34-1337680 | Accounting | $38,340 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $31,417 |
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 27 · EIN 90-0644478 | Advisory (Plan) | $27,938 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $26,000 |
LUBLIN SUSSMAN GROUP LLP1+ years Service code 10 · EIN 34-1087273 | Accounting | $5,700 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -3.03% | -1.83%-1.2pp | -1.61%-1.4pp | 2.81%-5.8pp |
| Employer contribution / active EE | $6,888 | $9,208-25.2% | $30,840-77.7% | $16,358-57.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |