| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $113,209 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT Service code 27 · EIN 39-1346018 100 EAST WISCONSIN AVE SUITE 2000 · MILWAUKEE, WI 53202 | Advisory (Plan) | $92,047 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $89,707 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $47,500 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $43,764 |
LEONARD SIGALL3+ years Filed as: LEONARD SIGALL, ET AL Service code 29 · EIN 31-0808224 6470 EAST MAIN ST · REYNOLDSBURG, OH 43068 | Legal | $23,583 |
FRUSH & ASSOCIATES, INC.3+ years Service code 10 · EIN 31-1308134 699 S FRONT ST · COLUMBUS, OH 43206 | Accounting | $16,792 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $6,610 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 14.27% | 13.03%+1.2pp | 10.36%+3.9pp | 23.90%-9.6pp |
| Employer contribution / active EE | $11,162 | $15,779-29.3% | $37,738-70.4% | $16,539-32.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |