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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1+ years Service code 28 · EIN 74-2798841 | Investment Management | $53,047 |
CENTRAL HOSPITAL SERVICES1+ years Service code 15 · EIN 34-1173007 1226 HURON ROAD EAST · CLEVELAND, OH 44115 | Recordkeeping | $51,934 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVEST ADVISORS Service code 28 · EIN 13-3180631 | Investment Management | $47,178 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $41,681 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD INVESTMENT GROUP Service code 28 · EIN 43-1468106 | Investment Management | $41,473 |
OAK RIDGE INVESTMENTS, LLC1+ years Filed as: OAK RIDGE INVESTMENTS Service code 28 · EIN 36-4142388 | Investment Management | $35,196 |
FIRST STATE TRUST COMPANY1+ years Filed as: FIRST STATE TRUST Service code 21 · EIN 13-3124172 | Bank Trustee | $20,245 |
NUVEEN1+ years Filed as: NGAM ADVISORS LLP Service code 28 · EIN 36-4142388 | Investment Management | $20,231 |
CALAMOS ADVISORS LLC1+ years Service code 28 · EIN 20-1647533 | Investment Management | $17,359 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 94-1671384 | Investment Management | $14,009 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -4.95% | 5.09%-10.0pp | 5.00%-10.0pp | 7.18%-12.1pp |
| Employer contribution / active EE | $4,600 | $7,393-37.8% | $35,918-87.2% | $13,095-64.9% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |