| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $137,864 |
ASB CAPITAL MANAGEMENT6 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $116,728 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $67,500 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $49,585 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $31,555 |
KEYBANK NATIONAL ASSOCIATION5 years Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $30,832 |
NATIONAL INVESTMENT SERVICES5 years Service code 27 · EIN 84-3937993 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $28,517 |
GRAY, GRIFFITH & MAYS, A.C.5 years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $24,221 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -11.70% | 1.88%-13.6pp | -5.12%-6.6pp | 2.78%-14.5pp |
| Employer contribution / active EE | $14,282 | $8,732+63.6% | $31,020-54.0% | $15,276-6.5% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |