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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 28 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Investment Management | $148,269 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 720 E PETE ROSE WAY STE 100 · CINCINNATI, OH 45202 | Accounting | $88,609 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK · CLINTON TWP, MI 48035 | Copying and duplicating | $52,011 |
CUNI, RUST & STRENK5+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $47,925 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 777 E WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $47,683 |
GOLDSTEIN GRAGEL LLC5+ years Service code 29 · EIN 26-3575398 1111 SUPERIOR AVE EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $35,997 |
Service code 28 700 E BUTTERFIELD ROAD, SUITE 320 · LOMBARD, IL 60148 | Investment Management | $35,875 |
ASCENSUS LLC2 years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DRIVE, SUITE B · CENTERVILLE, OH 45458 | Legal | $33,961 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH ST · NEW YORK, NY 10001 | Insurance services | $31,771 |
US BANK2 years Service code 19 CM-9703 · ST PAUL, MN 551709703 | Securities Custodian | $21,521 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 0.14% | 6.41%-6.3pp | 8.01%-7.9pp | 11.45%-11.3pp |
| Employer contribution / active EE | $7,119 | $11,592-38.6% | $29,475-75.8% | $17,219-58.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |