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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 1585 BROADWAY · NEW YORK, NY 10036 | Consulting | $159,994 |
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Contract Administrator | $73,531 |
CUNI, RUST & STRENK2 years Service code 11 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $73,017 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 SEVENTH ST, NW · WASHINGTON, DC 20001 | Investment Management | $52,768 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $45,782 |
MANNING & NAPIER10+ years Service code 28 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $23,004 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT LLC Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $17,729 |
YURCHYK & DAVIS CPA'S, INC.10+ years Service code 10 · EIN 34-1638235 | Accounting | $14,900 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 15 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $7,480 |
Filed as: INTERNATIONAL FOUNDATION OF EBP'S Service code 99 18700 W BLUEMOUND RD · BROOKFIELD, WI 53045 | Other Fees | $5,138 |
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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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.50% | 9.12%+0.4pp | 9.57%-0.1pp | 10.77%-1.3pp |
| Employer contribution / active EE | $13,238 | $14,150-6.5% | $26,706-50.4% | $15,292-13.4% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |