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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO INVESTORS Service code 20 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Trustee (individual) | $91,141 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW ASSET MANAGEMENT INC Service code 20 · EIN 34-1705163 3333 RICHMOND RD · BEACHWOOD, OH 44122 | Trustee (individual) | $90,453 |
Service code 12 · EIN 34-1841503 36964 DETROIT RD · AVON, OH 44011 | Claims processing | $58,000 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRINGS, MD 20910 | Actuarial | $38,352 |
ALLOTTA FARLEY CO LPA2+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $13,193 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN JANUZZI, CPA Service code 10 · EIN 34-1631968 7710 RICE ROAD · AMHERST, OH 44001 | Accounting | $7,500 |
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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 | 12.90% | 13.03%-0.1pp | 10.36%+2.5pp | 23.90%-11.0pp |
| Employer contribution / active EE | $9,233 | $15,779-41.5% | $37,738-75.5% | $16,539-44.2% |
| 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% |