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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 10 · EIN 16-0995736 | Accounting | $220,153 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 19 | Securities Custodian | $90,337 |
THE SEGAL COMPANY1+ years Filed as: SEGAL INVESTMENT ADVISORS Service code 70 · EIN 13-2646110 | Consulting Fees | $58,125 |
BENESYS, INC.1+ years Service code 13 700 TOWER DRIVE, STE. 300 · TROY, MI 48098 | Contract Administrator | $49,525 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 · EIN 26-3437991 | Securities Custodian | $39,962 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $33,750 |
HUNTINGTON NATIONAL BANK1+ years Filed as: FIRST MERIT BANK Service code 12 · EIN 34-0383347 | Claims processing; Recordkeeping and ... | $28,766 |
PBGC PREMIUM1+ years Service code 73 P.O.BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $22,594 |
MACALA & PIATT, LLC1+ years Filed as: MACALA & PIATT LLC Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $18,128 |
YURCHYK & DAVIS CPA'S, INC.1+ years Service code 10 · EIN 34-1638235 | Accounting | $14,810 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 4.51% | 3.49%+1.0pp | 4.16%+0.3pp | 7.18%-2.7pp |
| Employer contribution / active EE | $11,814 | $11,083+6.6% | $29,966-60.6% | $13,095-9.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |