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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $124,563 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Filed as: NORTHWESTERN OHIO ADMINISRATORS Service code 10 · EIN 34-1337680 | Accounting | $38,340 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $28,400 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 10 · EIN 34-4439491 | Accounting | $28,210 |
LUBLIN SUSSMAN GROUP LLP2+ years Service code 10 · EIN 34-1087273 | Accounting | $5,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 5.07% | 2.79%+2.3pp | 4.16%+0.9pp | 11.88%-6.8pp |
| Employer contribution / active EE | $7,824 | $10,530-25.7% | $29,966-73.9% | $14,612-46.5% |
| 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% |