Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SW OH BENEFIT TRUST6+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $559,669 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $285,000 |
AMALGAMATED BANK6+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $272,318 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $215,097 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $165,508 |
OVERMYER HALL ASSOCIATES6+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $155,310 |
TRIBUTARY CAPITAL6+ years Service code 28 · EIN 20-1736988 | Investment Management | $147,662 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Service code 10 · EIN 31-0800053 | Accounting | $75,159 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST COLLECTIVE INVST TR Service code 28 · EIN 26-6411809 | Investment Management | $56,940 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP Service code 29 · EIN 34-1909706 | Legal | $54,818 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.18% | 19.37%-7.2pp | 11.08%+1.1pp | 15.63%-3.4pp |
| Employer contribution / active EE | $16,681 | $13,107+27.3% | $28,418-41.3% | $11,476+45.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |