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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $76,154 |
CUNI, RUST & STRENK6 years Filed as: CUNI, RUST, & STRENK Service code 11 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $47,600 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS, INC Service code 17 · EIN 13-2646110 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Pension Consulting | $33,250 |
JOHNSON & KROL, LLC2 years Service code 29 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Legal | $32,091 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 19 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Securities Custodian | $26,144 |
PBGC PREMIUM7+ years Service code 99 1200 K STREET, NW · WASHINGTON, DC 20005 | Other Fees | $22,940 |
Filed as: PLUMBERS LOCAL 396 COMBINED FUNDS Service code 99 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Other Fees | $18,020 |
COMERICA BANK7+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Other ser... | $17,534 |
YURCHYK & DAVIS CPA'S, INC.7+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $9,400 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.02% | -8.26%-0.8pp | -5.85%-3.2pp | 2.77%-11.8pp |
| Employer contribution / active EE | $18,953 | $12,543+51.1% | $31,839-40.5% | $15,262+24.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |