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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 34-1841503 36964 DETROIT AVE · AVON, OH 44011 | Claims processing | $90,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT INVESTMENT ADVISORS Service code 19 23775 COMMERCE PARK 3 · BEACHWOOD, OH 44122 | Securities Custodian | $87,902 |
AMERICAN REALTY ADVISORS2 years Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $68,165 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, STE 700 · SILVER SPRINGS, MD 20910 | Actuarial | $57,012 |
Filed as: AND CO INC. Service code 28 · EIN 59-3676225 6133 ROCKSIDE RD, STE 203 · CLEVELAND, OH 44131 | Investment Management | $40,000 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO INVESTORS Service code 20 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Trustee (individual) | $38,545 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $34,434 |
KEYBANK NATIONAL ASSOCIATION2 years Filed as: KEYBANK Service code 19 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Securities Custodian | $18,350 |
GARCIA HAMILTON & ASSOCIATES2 years Service code 16 1401 MCKINNEY ST STE 16 · HOUSTON, TX 77010 | Consulting | $15,407 |
ALLOTTA FARLEY CO LPA5+ years Service code 29 · EIN 34-1316963 2222 CENTENTIAL ROAD · TOLEDO, OH 43617 | Legal | $13,089 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -0.77% | 9.58%-10.3pp | 9.52%-10.3pp | 11.45%-12.2pp |
| Employer contribution / active EE | $8,906 | $21,155-57.9% | $41,951-78.8% | $17,219-48.3% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |