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| Provider | Service type | Compensation |
|---|---|---|
GOLDSTEIN GRAGEL LLC2+ years Service code 29 526 SUPERIOR AVE STE 1040 · CLEVELAND, OH 44114 | Legal | $55,120 |
Filed as: CONDUENT HR CONSULTING LLC Service code 11 PO BOX 202617 · DALLAS, TX 75320 | Actuarial | $20,254 |
MARY DELANEY CERETTO1 year Filed as: MARY DURICA Service code 30 4514 WOOD THRUSH DR · PARMA, OH 44134 | Employee (plan) | $16,095 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 PO BOX 360 · PALOS PARK, IL 60464 | Insurance services | $10,987 |
PRIJATEL & ASSOCIATES1 year Service code 10 34950 CHARDON ROAD STE 1 · WILLOUGBY HILLS, OH 44094 | Accounting | $9,000 |
CAROLYN A. MAYES, CPA1 year Filed as: CAROLYN DURICA Service code 30 4514 WOOD THRUSH DR · PARMA, OH 44134 | Employee (plan) | $5,070 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 61.59% | 8.48%+53.1pp | 9.39%+52.2pp | 10.21%+51.4pp |
| Employer contribution / active EE | $0 | $40,983-100.0% | $33,466-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |