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| Provider | Service type | Compensation |
|---|---|---|
PATRICIA DEPASCALE9+ years Filed as: PATRICIA RAFFETY Service code 13 694 BEV RD SUITE A · BOARDMAN, OH 44512 | Contract Administrator | $71,683 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $53,791 |
CUNI, RUST & STRENK9+ years Service code 11 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $35,150 |
AMERICAN REALTY ADVISORS9+ years Service code 28 515 S. FLOWER ST. · LOS ANGELES, CA 90071 | Investment Management | $32,478 |
YURCHYK & DAVIS CPA'S, INC.9+ years Service code 10 · EIN 34-1638235 | Accounting | $31,390 |
Service code 99 3700 KOPPERS ST 400 · BALTIMORE, MD 21227 | Other Fees | $29,163 |
Filed as: FIDELITY INVESTMENTS Service code 28 900 SALEM STREET, OT3NI · SMITHFIELD, RI 02917 | Investment Management | $26,718 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB REAL ESTATE INVESTMENTS Service code 28 7501 WISCONSIN AVR 1300W · BETHESDA, MD 20814 | Investment Management | $24,158 |
ANDCO CONSULTING7 years Service code 27 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $23,500 |
PBGC PREMIUM8 years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $22,365 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 13.64% | 7.15%+6.5pp | 20.18%-6.5pp | 37.74%-24.1pp |
| Employer contribution / active EE | $16,619 | $13,270+25.2% | $29,108-42.9% | $15,788+5.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |