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| Provider | Service type | Compensation |
|---|---|---|
GOLDSTEIN GRAGEL LLC3+ years Service code 29 526 SUPERIOR AVE STE 1040 · CLEVELAND, OH 44114 | Legal | $22,288 |
MARY DELANEY CERETTO2 years Filed as: MARY DURICA Service code 30 4514 WOOD THRUSH DR · PARMA, OH 44134 | Employee (plan) | $16,095 |
TRAMER SHORE & ZWICK1 year Filed as: TRAMER, SHORE & ZWICK CPAS Service code 10 23775 COMMERCE PARK RD · BEACHWOOD, OH 44202 | Accounting | $15,629 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 PO BOX 360 · PALOS PARK, IL 60464 | Insurance services | $11,280 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING LLC Service code 11 PO BOX 202617 · DALLAS, TX 75320 | Actuarial | $7,172 |
CAROLYN A. MAYES, CPA2 years 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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | 534.96% | -0.62%+535.6pp | -0.67%+535.6pp | -82.66%+617.6pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |