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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 49 · EIN 13-5674085 | Other Services | $482,142 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Service code 10 · EIN 34-1337680 | Accounting | $80,256 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 34-2156428 | Actuarial | $44,000 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN WARD ASHER PATTON PC Service code 29 · EIN 38-1880608 | Legal | $25,521 |
LUBLIN SUSSMAN GROUP LLP2+ years Service code 10 · EIN 34-1087273 | Accounting | $5,900 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.74% | 13.03%-1.3pp | 10.36%+1.4pp | 23.90%-12.2pp |
| Employer contribution / active EE | $17,439 | $15,779+10.5% | $37,738-53.8% | $16,539+5.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |