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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT INVESTMENT ADVISORS Service code 19 23775 COMMERCE PARK 3 · BEACHWOOD, OH 44122 | Securities Custodian | $116,548 |
AMERICAN REALTY ADVISORS4 years Service code 19 · EIN 33-0123114 515 S FLOWER ST · LOS ANGELES, CA 90071 | Securities Custodian | $114,152 |
Service code 14 · EIN 34-1841503 2235 WEST PARK DR SUITE B · LORAIN, OH 44053 | Plan Administrator | $90,000 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 90-0622302 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Securities Custodian | $67,398 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, STE 700 · SILVER SPRINGS, MD 20910 | Actuarial | $61,966 |
Filed as: AND CO INC. Service code 27 · EIN 59-3676225 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $40,000 |
GARCIA HAMILTON & ASSOCIATES4 years Service code 28 1401 MCKINNEY ST STE 16 · HOUSTON, TX 77010 | Investment Management | $20,844 |
KEYBANK NATIONAL ASSOCIATION4 years Filed as: KEYBANK Service code 19 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Securities Custodian | $18,462 |
ALLOTTA FARLEY CO LPA7+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $15,948 |
BODINE PERRY3 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR · CANFIELD, OH 44406 | Accounting | $12,192 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -0.27% | -8.26%+8.0pp | -5.84%+5.6pp | 2.77%-3.0pp |
| Employer contribution / active EE | $10,015 | $12,543-20.2% | $31,839-68.5% | $15,262-34.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |