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| Provider | Service type | Compensation |
|---|---|---|
IWDC OF SW OH BENEFIT TRUST9+ years Service code 14 · EIN 31-6170926 | Plan Administrator | $536,204 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $253,750 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $239,693 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY MIDWEST Service code 11 · EIN 13-1975125 | Actuarial | $201,088 |
OVERMYER HALL ASSOCIATES9+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $194,802 |
AMALGAMATED BANK9+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $128,780 |
TRIBUTARY CAPITAL9+ years Service code 28 · EIN 20-1736988 | Investment Management | $127,545 |
CLARK, SCHAEFER, HACKETT & CO.9+ years Service code 10 · EIN 31-0800053 | Accounting | $74,787 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 · EIN 23-2182079 | Other Services | $71,944 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST COLLECTIVE INVST TR Service code 28 · EIN 26-6411809 | Investment Management | $56,084 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.50% | 10.33%-0.8pp | 8.10%+1.4pp | 9.30%+0.2pp |
| Employer contribution / active EE | $18,738 | $14,972+25.2% | $28,649-34.6% | $12,551+49.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |