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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEVELAND BAKERS TEAMSTERS PENSION Service code 35 · EIN 34-0904419 | Employee (plan sponsor) | $512,137 |
BLACKSTONE1+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3894989 | Investment Management | $406,815 |
MORELAND PARTNERS1+ years Service code 49 · EIN 55-0879729 | Other Services | $214,776 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $193,532 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $182,372 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $153,028 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $142,086 |
TODD EUGENE HOLT1+ years Filed as: TODD ASSOCIATES, INC. Service code 22 · EIN 34-0727780 | Insurance Broker | $138,666 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $128,673 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $120,525 |
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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 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 0.29% | -1.77%+2.1pp | -0.97%+1.3pp | 1.67%-1.4pp |
| Employer contribution / active EE | $7,723 | $14,084-45.2% | $22,441-65.6% | $10,506-26.5% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |