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| Provider | Service type | Compensation |
|---|---|---|
WILEN MANAGEMENT CO., INC.2+ years Filed as: WILEN MANAGEMENT COMPANY, INC. Service code 28 · EIN 52-1452436 | Investment Management | $36,516 |
MAJORITY ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 52-1799724 | Investment Management | $25,488 |
BOLTON PARTNERS, INC.2+ years Service code 11 · EIN 52-1231144 | Actuarial | $24,827 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $18,657 |
WEYRICH, CRONIN & SORRA, LLC2+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $8,627 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.C. Service code 29 · EIN 52-0904713 | Legal | $7,550 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 11.51% | 5.68%+5.8pp | 4.74%+6.8pp | 4.56%+7.0pp |
| Employer contribution / active EE | $4,985 | $16,243-69.3% | $36,089-86.2% | $15,526-67.9% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |