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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INSURANCE COMPANY Service code 23 200 PARK AVENUE · NEW YORK, NY 10017 | Insurance services | $483,026 |
WINSLOW CAPITAL MANAGEMENT4+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 3333 RICHMOND ROAD, SUITE 180 · BEACHWOOD, OH 44122 | Investment Management | $334,992 |
CDS ADMINISTRATORS2 years Service code 13 · EIN 25-1352803 1517 WOODRUFF STREET, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $271,615 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 10 · EIN 25-1211909 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Accounting | $229,237 |
FOUNDRY PARTNERS4+ years Service code 51 · EIN 46-1184506 1660 WEST SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Mgmt Fees | $184,520 |
C.S. MCKEE, L.P.4+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 420 FORT DUQUESNE BLVD, SUITE 800 · PITTSBURGH, PA 15222 | Investment Management | $130,472 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 1300 E. NINTH STREET, SUITE 1900, · CLEVELAND, OH 44114 | Pension Consulting | $105,663 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 2001 PENNSYLVANIA AVE NW 200 · WASHINGTON, DC 20006 | Investment Management | $94,887 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $80,873 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $80,782 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.18% | 2.02%-7.2pp | -752.26%+747.1pp | 33.37%-38.5pp |
| Employer contribution / active EE | $12,858 | $12,422+3.5% | $31,802-59.6% | $11,253+14.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |