| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET SUITE 140 · CLEAVELAND, OH 44114 | Investment Management | $144,090 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $129,953 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $121,095 |
Filed as: QUALITATIVE MANAGEMENT Service code 25 · EIN 33-1077887 TWO GATEWAY CENTER, 6TH FLOOR · NEW YORK, NJ 07102 | Directed Trustee | $86,982 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD, SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $55,417 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN ASSOCIATES Service code 11 FOUR GATEWAY CENTER SUITE 605 · PITTSBURGH, PA 15222 | Actuarial | $54,848 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Management | $44,679 |
Filed as: FIDELTY INVESTMENTS Service code 28 · EIN 04-3532603 82 DEVONSHIRE STREET, G10D · BOSTON, MA 02109 | Investment Management | $41,334 |
TODD EUGENE HOLT3 years Filed as: TODD AND ASSOCIATES Service code 22 23825 COMMERCE PARK SUITE A · BEACHWOOD, OH 44122 | Insurance Broker | $30,969 |
MACALA & PIATT, LLC1 year Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 48035 | Legal | $29,669 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.68% | 11.08%+3.6pp | 8.10%+6.6pp | 8.76%+5.9pp |
| Employer contribution / active EE | $10,899 | $13,910-21.6% | $28,649-62.0% | $16,664-34.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |