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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $78,957 |
CUNI, RUST & STRENK7 years Filed as: CUNI, RUST, & STRENK Service code 11 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $43,725 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS, INC Service code 17 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Pension Consulting | $36,250 |
PBGC PREMIUM8+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $25,888 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Service code 19 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Securities Custodian | $25,409 |
JOHNSON & KROL, LLC3 years Service code 29 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Legal | $17,616 |
COMERICA BANK8+ years Filed as: COMERICA Service code 28 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Investment Management | $16,900 |
PLUMBERS LOCAL UNION NO. 6902 years Filed as: PLUMBERS LOCAL 396 COMBINED FUNDS Service code 99 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Other Fees | $16,764 |
YURCHYK & DAVIS CPA'S, INC.8+ 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 | $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 | 8.01% | 7.15%+0.9pp | 20.18%-12.2pp | 37.74%-29.7pp |
| Employer contribution / active EE | $21,050 | $13,270+58.6% | $29,108-27.7% | $15,788+33.3% |
| 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% |