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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEVELAND BAKERS TEAMSTERS PENSION Service code 35 · EIN 34-0904419 | Employee (plan sponsor) | $561,243 |
BLACKSTONE2+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3894989 | Investment Management | $409,924 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $175,825 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $162,289 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $158,386 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $143,374 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVST MAN. CAYMAN LTD Service code 28 | Investment Management | $125,390 |
Service code 29 · EIN 45-1540483 | Legal | $110,586 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $106,611 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $100,981 |
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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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 7.35% | 13.53%-6.2pp | 18.87%-11.5pp | 9.19%-1.8pp |
| Employer contribution / active EE | $9,750 | $18,999-48.7% | $19,828-50.8% | $12,608-22.7% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |