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| Provider | Service type | Compensation |
|---|---|---|
PATRICIA DEPASCALE3+ years Filed as: PATRICIA RAFFETY Service code 13 694 BEV RD SUITE A · BOARDMAN, OH 44512 | Contract Administrator | $54,860 |
MADISON INVESTMENT ADVISORS3+ years Filed as: BROADVIEW ADVISORS Service code 51 330 E KILBORN AVE 1475 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $34,617 |
CUNI, RUST & STRENK3+ years Service code 11 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $33,575 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 17 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Pension Consulting | $30,858 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 51 · EIN 20-4659714 900 SALEM STREET, OT3NI · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $24,845 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB REAL ESTATE INVESTMENTS Service code 51 7501 WISCONSIN AVR 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $23,349 |
ANDCO CONSULTING1 year Service code 51 4901 VINELAND RD · ORLANDO, FL 32811 | Investment Mgmt Fees | $22,500 |
AMERICAN REALTY ADVISORS3+ years Service code 51 801 N BRAND BLVD 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $18,846 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 51 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $17,486 |
YURCHYK & DAVIS CPA'S, INC.3+ years Service code 10 · EIN 34-1638235 | Accounting | $14,747 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 12.27% | 11.09%+1.2pp | 8.32%+3.9pp | 13.95%-1.7pp |
| Employer contribution / active EE | $17,649 | $10,980+60.7% | $30,793-42.7% | $16,598+6.3% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |