Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO INVESTORS Service code 20 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Trustee (individual) | $110,202 |
WINSLOW CAPITAL MANAGEMENT3+ years Filed as: WINSLOW ASSET MANAGEMENT INC Service code 20 · EIN 34-1705163 3333 RICHMOND RD · BEACHWOOD, OH 44122 | Trustee (individual) | $97,990 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRINGS, MD 20910 | Actuarial | $49,986 |
Service code 12 · EIN 34-1841503 36964 DETROIT RD · AVON, OH 44011 | Claims processing | $39,676 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN JANUZZI, CPA Service code 10 · EIN 34-1631968 7710 RICE ROAD · AMHERST, OH 44001 | Accounting | $10,750 |
ALLOTTA FARLEY CO LPA3+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $7,162 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.67% | -1.12%+9.8pp | -2.18%+10.9pp | 0.19%+8.5pp |
| Employer contribution / active EE | $8,496 | $12,052-29.5% | $38,751-78.1% | $13,763-38.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |