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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $93,026 |
CENTRAL HOSPITAL SERVICES2+ years Service code 15 · EIN 34-1173007 1226 HURON ROAD EAST · CLEVELAND, OH 44115 | Recordkeeping | $76,376 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISOR SERVICES Service code 28 · EIN 74-2798841 | Investment Management | $69,468 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INV ADVISORS Service code 28 · EIN 13-3180631 | Investment Management | $67,278 |
WEDGEWOOD PARTNERS INC2+ years Filed as: WEDGEWOOD INVESTMENT GROUP Service code 28 · EIN 43-1468106 | Investment Management | $51,885 |
OAK RIDGE INVESTMENTS, LLC2+ years Filed as: OAK RIDGE INVESTMENTS Service code 28 · EIN 36-4142388 | Investment Management | $49,113 |
FIRST STATE TRUST COMPANY2+ years Filed as: FIRST STATE TRUST Service code 21 · EIN 13-3124172 | Bank Trustee | $27,285 |
Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $24,792 |
CALAMOS ADVISORS LLC2+ years Service code 28 · EIN 20-1647533 | Investment Management | $20,991 |
NUVEEN2+ years Filed as: NGAM ADVISORS LLP Service code 28 · EIN 04-3274056 | Investment Management | $17,523 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 9.93% | 12.40%-2.5pp | 10.16%-0.2pp | 23.90%-14.0pp |
| Employer contribution / active EE | $7,397 | $8,748-15.4% | $33,192-77.7% | $16,539-55.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |