| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $155,531 |
ASB CAPITAL MANAGEMENT4 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $130,396 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $43,503 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $38,960 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $33,750 |
GRAY, GRIFFITH & MAYS, A.C.3 years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $26,285 |
NATIONAL INVESTMENT SERVICES3 years Service code 27 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $23,688 |
KEYBANK NATIONAL ASSOCIATION3 years Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $14,971 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 10.29% | 13.15%-2.9pp | -2.84%+13.1pp | 11.45%-1.2pp |
| Employer contribution / active EE | $11,886 | $23,714-49.9% | $33,329-64.3% | $17,219-31.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |