| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $137,183 |
ASB CAPITAL MANAGEMENT5 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $126,000 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $52,500 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $44,453 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $36,315 |
KEYBANK NATIONAL ASSOCIATION4 years Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $31,152 |
NATIONAL INVESTMENT SERVICES4 years Service code 27 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $28,159 |
GRAY, GRIFFITH & MAYS, A.C.4 years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $24,328 |
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 15.46% | 8.91%+6.6pp | 7.32%+8.1pp | 13.24%+2.2pp |
| Employer contribution / active EE | $12,477 | $13,306-6.2% | $23,426-46.7% | $14,616-14.6% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |