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| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SW OH BENEFIT TRUST4+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $597,676 |
EXETER TRUST COMPANY4+ years Filed as: EXETER TRUST Service code 28 · EIN 02-0476209 | Investment Management | $369,632 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $285,000 |
SEI INVESTMENTS4+ years Filed as: COOKE & BIELER, INC, Service code 28 · EIN 23-1392932 | Investment Management | $271,364 |
AMALGAMATED BANK4+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $229,459 |
TRIBUTARY CAPITAL4+ years Service code 28 · EIN 20-1736988 | Investment Management | $162,512 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $156,216 |
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 | Investment Management | $147,008 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $140,041 |
OVERMYER HALL ASSOCIATES4+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $130,450 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -5.10% | 12.20%-17.3pp | 10.56%-15.7pp | 21.83%-26.9pp |
| Employer contribution / active EE | $17,268 | $12,801+34.9% | $30,199-42.8% | $12,237+41.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |