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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE · TROY, MI 48098 | Contract Administrator | $46,638 |
ASCENSUS LLC1+ years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $26,590 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 7501 WISCONSIN AVE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $22,940 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 N RIVERSIDE PLAZA, SUITE 2200 · CHICAGO, IL 60606 | Investment Management | $22,940 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $22,500 |
HECKER-MOODY & ASSOCIATES1+ years Service code 10 · EIN 31-0587693 1210 MEADOW BRIDGE DR · DAYTON, OH 45434 | Accounting | $17,700 |
CRS INC1+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $16,500 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 31-0373348 1900 E 9TH ST · CLEVELAND, OH 44114 | Securities Custodian | $10,684 |
Filed as: CS MCKEE INVESTMENT MANAGEMENT Service code 28 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $6,460 |
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Employer contribution per participant 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 2.95% | 2.79%+0.2pp | 4.16%-1.2pp | 11.88%-8.9pp |
| Employer contribution / active EE | $4,571 | $10,530-56.6% | $29,966-84.7% | $14,612-68.7% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |