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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $81,041 |
CUNI, RUST & STRENK9 years Filed as: CUNI, RUST, & STRENK Service code 11 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $61,500 |
JOHNSON & KROL, LLC5 years Service code 29 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Legal | $40,448 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS, INC Service code 27 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Plan) | $38,000 |
PLUMBERS LOCAL UNION NO. 6904 years Filed as: PLUMBERS LOCAL 396 COMBINED FUNDS Service code 15 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Recordkeeping | $31,625 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $25,558 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $23,729 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $11,900 |
Service code 28 · EIN 46-3651540 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $7,808 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.69% | 8.62%+2.1pp | 8.99%+1.7pp | 10.52%+0.2pp |
| Employer contribution / active EE | $17,601 | $14,400+22.2% | $25,171-30.1% | $15,140+16.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |