| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $112,623 |
ASB CAPITAL MANAGEMENT8 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $78,578 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $72,326 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $54,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD SUITE 400 · CINCINNATI, OH 45226 | Legal | $41,845 |
NATIONAL INVESTMENT SERVICES7 years Service code 27 · EIN 84-3937993 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $29,195 |
GRAY, GRIFFITH & MAYS, A.C.7 years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $24,505 |
Service code 27 · EIN 95-4833644 11100 SANTA MONICA BOULEVARD · LOS ANGELES, CA 90025 | Advisory (Plan) | $21,060 |
KEYBANK NATIONAL ASSOCIATION7 years Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $15,537 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 11.57% | 7.96%+3.6pp | 5.04%+6.5pp | 8.76%+2.8pp |
| Employer contribution / active EE | $15,136 | $15,125+0.1% | $26,454-42.8% | $16,664-9.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |