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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN CORE REALTY LLC Service code 28 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $27,397 |
COWDEN ASSOCIATES, INC.5+ years Filed as: COWDEN ASSOCIATES INC Service code 11 · EIN 25-1750131 444 LIBERTY AVENUE ST 605 · PITTSBURGH, PA 15222 | Actuarial | $23,740 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 13 · EIN 38-3155388 33 FITCH BOULEVARD · AUSTINTOWN, OH 44515 | Contract Administrator | $21,600 |
ANDCO CONSULTING2 years Filed as: ANDCO INC Service code 27 · EIN 59-3676225 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $15,333 |
BODINE PERRY5+ years Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,800 |
Filed as: GREEN, HAINES, SGAMBATI, CO LPA Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA E 800 · YOUNGSTOWN, OH 44501 | Legal | $5,077 |
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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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | -0.87% | 9.55%-10.4pp | 9.52%-10.4pp | 9.29%-10.2pp |
| Employer contribution / active EE | $6,894 | $20,722-66.7% | $41,951-83.6% | $15,168-54.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |