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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $121,730 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $74,850 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 10 · EIN 34-4439491 | Accounting | $61,611 |
NORTHWESTERN OHIO ADMINISTRATORS3+ years Filed as: NORTHWESTERN OHIO ADMINISRATORS Service code 10 · EIN 34-1337680 | Accounting | $38,788 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 34-1087273 | Accounting | $6,100 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 15.26% | 11.09%+4.2pp | 8.32%+6.9pp | 13.95%+1.3pp |
| Employer contribution / active EE | $7,305 | $10,980-33.5% | $30,793-76.3% | $16,598-56.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |