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| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SW OH BENEFIT TRUST5+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $553,364 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $285,000 |
AMALGAMATED BANK5+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $231,904 |
TRIBUTARY CAPITAL5+ years Service code 28 · EIN 20-1736988 | Investment Management | $170,261 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $162,001 |
OVERMYER HALL ASSOCIATES5+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $146,828 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $142,036 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Service code 10 · EIN 31-0800053 | Accounting | $75,032 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP Service code 29 · EIN 34-1909706 | Legal | $54,881 |
SEI INVESTMENTS5+ years Filed as: COOKE & BIELER, INC, Service code 28 · EIN 23-1392932 | Investment Management | $52,013 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.69% | 6.82%+5.9pp | 8.01%+4.7pp | 12.86%-0.2pp |
| Employer contribution / active EE | $18,437 | $12,695+45.2% | $29,476-37.5% | $13,687+34.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |