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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-3155388 33 FITCH BOULEVARD · AUSTINTOWN, OH 44515 | Contract Administrator | $19,800 |
COWDEN ASSOCIATES, INC.1+ years Filed as: COWDEN ASSOCIATES INC Service code 11 · EIN 25-1750131 444 LIBERTY AVENUE ST 605 · PITTSBURGH, PA 15222 | Actuarial | $18,348 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 51 · EIN 16-0995736 P.O. BOX 925 · FAIRPORT, NY 14450 | Investment Mgmt Fees | $16,561 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY, LLC Service code 51 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Mgmt Fees | $16,227 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $12,000 |
W&W ACTUARIAL SERVICES, INC.1+ years Filed as: W&W ACTUARIAL SERVICES Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD · PITTSBURGH, PA 15220 | Actuarial | $6,006 |
BODINE PERRY1+ years Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 0.66% | 5.68%-5.0pp | 4.74%-4.1pp | 4.56%-3.9pp |
| Employer contribution / active EE | $6,093 | $16,243-62.5% | $36,089-83.1% | $15,526-60.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |