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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE REALTY LLC Service code 28 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $24,217 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 13 · EIN 38-3155388 33 FITCH BOULEVARD · AUSTINTOWN, OH 44515 | Contract Administrator | $21,600 |
COWDEN ASSOCIATES, INC.3+ years Filed as: COWDEN ASSOCIATES INC Service code 11 · EIN 25-1750131 444 LIBERTY AVENUE ST 605 · PITTSBURGH, PA 15222 | Actuarial | $16,257 |
Filed as: AND CO. INC Service code 27 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $11,000 |
Filed as: GREEN, HAINES, SGAMBATI, CO LPA Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA E 800 · YOUNGSTOWN, OH 44501 | Legal | $8,883 |
BODINE PERRY3+ years Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,400 |
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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 9.86% | -1.56%+11.4pp | -2.18%+12.0pp | 10.56%-0.7pp |
| Employer contribution / active EE | $6,341 | $15,244-58.4% | $38,751-83.6% | $13,643-53.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |