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| Provider | Service type | Compensation |
|---|---|---|
ALLOTTA FARLEY CO LPA1+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $26,595 |
BOGDAN GROUP1+ years Service code 70 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Consulting Fees | $18,000 |
FINDLEY1+ years Filed as: FINDLEY DAVIES INC Service code 15 · EIN 34-1213174 ONE SEAGATE, SUITE 2050 · TOLEDO, OH 43604 | Recordkeeping | $13,495 |
MOSIER & ASSOCIATES CPAS INC1+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK · CENTERVILLE, OH 45458 | Accounting | $13,338 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 700 TOWER DRIVE 300 · TROY, MI 48098 | Plan Administrator | $9,600 |
EBERTS & HARRISON1+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $9,530 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 28 · EIN 75-3182674 PO BOX 64322 · PHOENIX, AZ 85082 | Investment Management | $7,308 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | -0.29% | 10.24%-10.5pp | 22.78%-23.1pp | 5.13%-5.4pp |
| Employer contribution / active EE | $3,258 | $2,598+25.4% | $3,574-8.8% | $1,974+65.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |