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| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SW OH BENEFIT TRUST2+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $465,297 |
EXETER TRUST COMPANY2+ years Filed as: EXETER TRUST Service code 28 · EIN 02-0476209 | Investment Management | $354,314 |
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 | Investment Management | $345,062 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $280,287 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER, INC, Service code 28 · EIN 23-1392932 | Investment Management | $224,077 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $195,847 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 28 · EIN 27-2990431 | Investment Management | $179,884 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $157,770 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $144,287 |
TRIBUTARY CAPITAL2+ years Service code 28 · EIN 20-1736988 | Investment Management | $136,144 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 8.16% | 12.33%-4.2pp | 8.32%-0.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $17,206 | $11,641+47.8% | $30,793-44.1% | $14,688+17.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |