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| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SW OH BENEFIT TRUST7+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $326,958 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $285,000 |
AMALGAMATED BANK7+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $223,567 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $204,375 |
OVERMYER HALL ASSOCIATES7+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $170,202 |
TRIBUTARY CAPITAL7+ years Service code 28 · EIN 20-1736988 | Investment Management | $153,551 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $87,333 |
CLARK, SCHAEFER, HACKETT & CO.7+ years Service code 10 · EIN 31-0800053 | Accounting | $76,875 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST COLLECTIVE INVST TR Service code 28 · EIN 26-6411809 | Investment Management | $71,563 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP Service code 29 · EIN 34-1909706 | Legal | $44,107 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 12.82% | -7.95%+20.8pp | -5.85%+18.7pp | 23.41%-10.6pp |
| Employer contribution / active EE | $17,283 | $13,972+23.7% | $31,839-45.7% | $12,650+36.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |