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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5 years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 10 · EIN 25-1211909 1900 E. 9TH STREET, 13TH FLOOR · CLEVELAND, OH 44114 | Accounting | $340,239 |
WINSLOW CAPITAL MANAGEMENT8+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 3333 RICHMOND STREET, SUITE 180 · CLEVELAND, OH 44122 | Investment Management | $326,007 |
CDS ADMINISTRATORS6 years Service code 13 · EIN 25-1352803 232 WISE ROAD, SUITE 220 · HARMONY, PA 16037 | Contract Administrator | $290,818 |
FOUNDRY PARTNERS8+ years Service code 28 · EIN 34-1172683 1660 W SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $226,557 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO. Service code 28 9841 WASHINGTON BLVD, SUITE 320 · GAITHERSBURG, MD 20878 | Investment Management | $212,229 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO Service code 28 191 MASON STREET · GREENWICH, CT 06830 | Investment Management | $169,807 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $115,558 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 1300 E. NINTH STREET, SUITE 1900, · CLEVELAND, OH 44114 | Pension Consulting | $110,000 |
C.S. MCKEE, L.P.2 years Filed as: C S MCKEE Service code 28 420 FORT DUQUESNE BLVD, 800 · PITTSBURGH, PA 15222 | Investment Management | $104,518 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB Service code 28 7501 WISCONSIN AVENUE,SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $96,958 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -13.62% | -7.95%-5.7pp | -5.85%-7.8pp | 23.41%-37.0pp |
| Employer contribution / active EE | $15,809 | $13,972+13.1% | $31,839-50.3% | $12,650+25.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |