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 TRUST8+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $597,466 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $285,000 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $201,892 |
OVERMYER HALL ASSOCIATES8+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $185,029 |
AMALGAMATED BANK8+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $158,785 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $148,739 |
TRIBUTARY CAPITAL8+ years Service code 28 · EIN 20-1736988 | Investment Management | $116,237 |
CLARK, SCHAEFER, HACKETT & CO.8+ years Service code 10 · EIN 31-0800053 | Accounting | $83,060 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST COLLECTIVE INVST TR Service code 28 · EIN 26-6411809 | Investment Management | $60,106 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP Service code 29 · EIN 34-1909706 | Legal | $51,656 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -5.77% | 7.95%-13.7pp | 20.18%-25.9pp | 9.11%-14.9pp |
| Employer contribution / active EE | $18,650 | $14,684+27.0% | $29,108-35.9% | $12,231+52.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |