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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IDWC OF SW OH BENEFIT TRUST Service code 14 · EIN 31-6170926 | Plan Administrator | $553,368 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $316,250 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $229,496 |
OVERMYER HALL ASSOCIATES10+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $192,747 |
THE HORTON GROUP1 year Service code 49 · EIN 36-3672171 | Other Services | $150,000 |
TRIBUTARY CAPITAL1 year Filed as: TRIBUTARY CAPITAL MANAGEMENT Service code 28 · EIN 36-0721895 | Investment Management | $148,210 |
Filed as: CLARK, SCHAEFER, HACEKTT & CO. Service code 10 · EIN 31-0800053 | Accounting | $79,586 |
Service code 23 · EIN 52-1796473 | Insurance services; Direct payment fr... | $69,947 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST COLLECTIVE INVST TR Service code 28 · EIN 26-6411809 | Investment Management | $64,084 |
Service code 49 · EIN 31-0792584 | Other Services | $58,110 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 16.07% | 10.08%+6.0pp | 8.99%+7.1pp | 8.88%+7.2pp |
| Employer contribution / active EE | $19,327 | $15,398+25.5% | $25,171-23.2% | $15,934+21.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |