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| Provider | Service type | Compensation |
|---|---|---|
EXETER TRUST COMPANY3+ years Filed as: EXETER TRUST Service code 28 · EIN 02-0476209 | Investment Management | $403,071 |
MANNING & NAPIER3+ years Service code 28 · EIN 16-0995736 | Investment Management | $357,473 |
IWDC OF SW OH BENEFIT TRUST3+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $332,155 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $285,000 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER, INC, Service code 28 · EIN 23-1392932 | Investment Management | $266,880 |
AMALGAMATED BANK3+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $215,884 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $154,260 |
TRIBUTARY CAPITAL3+ years Service code 28 · EIN 20-1736988 | Investment Management | $154,186 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $151,216 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 28 · EIN 27-2990431 | Investment Management | $147,833 |
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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 | $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 | 11.58% | 2.02%+9.6pp | -752.26%+763.8pp | 33.37%-21.8pp |
| Employer contribution / active EE | $17,793 | $12,422+43.2% | $31,802-44.1% | $11,253+58.1% |
| 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% |