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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.9+ years Service code 13 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $61,074 |
CAP FINANCIAL PARTNERS, LLC9+ years Filed as: CAP TRUST Service code 27 525 W. MONROE 560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
CUNI, RUST & STRENK9+ years Service code 11 4555 LAKE FORREST DR., SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $43,375 |
MACALA & PIATT, LLC9+ years Filed as: MACALA & PIATT L.L.C. Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $34,274 |
COMERICA BANK9+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $32,994 |
Filed as: WRUBEL, WESLEY AND COMPANY CPAS Service code 10 100 E. BIG BEAVER RD., SUITE 330 · TROY, MI 48083 | Accounting | $17,900 |
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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 | 10.31% | 7.15%+3.2pp | 20.18%-9.9pp | 37.74%-27.4pp |
| Employer contribution / active EE | $22,240 | $13,270+67.6% | $29,108-23.6% | $15,788+40.9% |
| 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% |