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| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SW OH BENEFIT TRUST1+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $484,134 |
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 | Investment Management | $434,179 |
EXETER TRUST COMPANY1+ years Filed as: EXETER TRUST Service code 28 · EIN 02-0476209 | Investment Management | $351,743 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $287,213 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER, INC, Service code 28 · EIN 23-1392932 | Investment Management | $282,576 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $274,152 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO. Service code 28 · EIN 20-4659714 | Investment Management | $207,428 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 28 · EIN 27-2990431 | Investment Management | $185,713 |
TRIBUTARY CAPITAL1+ years Service code 28 · EIN 20-1736988 | Investment Management | $174,876 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $161,224 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -0.39% | 3.63%-4.0pp | 4.16%-4.5pp | 9.19%-9.6pp |
| Employer contribution / active EE | $17,032 | $11,363+49.9% | $29,966-43.2% | $12,608+35.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |