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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT7+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 3333 RICHMOND STREET, SUITE 180 · CLEVELAND, OH 44122 | Investment Management | $380,774 |
CDS ADMINISTRATORS5 years Service code 13 · EIN 25-1352803 232 WISE ROAD, SUITE 220 · HARMONY, PA 16037 | Contract Administrator | $282,348 |
FOUNDRY PARTNERS7+ years Service code 28 · EIN 34-1172683 1660 W SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $216,996 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO. Service code 28 9841 WASHINGTON BLVD, SUITE 320 · GAITHERSBURG, MD 20878 | Investment Management | $214,714 |
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 10 · EIN 25-1211909 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Accounting | $178,624 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $120,001 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB Service code 28 7501 WISCONSIN AVENUE,SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $118,500 |
C.S. MCKEE, L.P.1 year Filed as: C S MCKEE Service code 28 420 FORT DUQUESNE BLVD, 800 · PITTSBURGH, PA 15222 | Investment Management | $112,028 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 1300 E. NINTH STREET, SUITE 1900, · CLEVELAND, OH 44114 | Pension Consulting | $108,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $94,635 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 18.10% | 19.37%-1.3pp | 11.08%+7.0pp | 15.63%+2.5pp |
| Employer contribution / active EE | $15,895 | $13,107+21.3% | $28,418-44.1% | $11,476+38.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |