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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Filed as: NEWPORT INVESTMENT ADVISORS Service code 19 · EIN 34-1625359 23775 COMMERCE PARK 3 · BEACHWOOD, OH 44122 | Securities Custodian | $113,337 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 515 S FLOWER ST, 49TH FL · LOS ANGELES, CA 90071 | Investment Management | $94,560 |
Service code 14 · EIN 83-2454243 5600 NEW KING DR, STE 330 · TROY, MI 48098 | Plan Administrator | $80,520 |
ULLICO1 year Filed as: ULLICO INVESTMENT SERVICES Service code 19 · EIN 90-0622302 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Securities Custodian | $71,981 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, STE 700 · SILVER SPRING, MD 20910 | Actuarial | $67,275 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $53,473 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 80-0861455 531 WEST MORSE AVE ST 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $43,333 |
TODD EUGENE HOLT3 years Filed as: TODD ASSOCIATES, INC. Service code 22 · EIN 81-4473358 23825 COMMERCE PARK ROAD · BEACHWOOD, OH 44122 | Insurance Broker | $31,657 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $29,211 |
ALLOTTA FARLEY CO LPA10+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $27,339 |
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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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 7.97% | 8.65%-0.7pp | 9.03%-1.1pp | 10.20%-2.2pp |
| Employer contribution / active EE | $10,812 | $14,388-24.9% | $26,284-58.9% | $15,145-28.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |