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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEVELAND BAKERS TEAMSTERS PENSION Service code 35 · EIN 34-0904419 | Employee (plan sponsor) | $543,869 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $416,311 |
BLACKSTONE3+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3894989 | Investment Management | $331,711 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON INVST MAN. CAYMAN LTD Service code 28 | Investment Management | $218,207 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $211,620 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $176,658 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $145,212 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $138,934 |
Service code 29 · EIN 45-1540483 | Legal | $110,655 |
TWIN CAPITAL MANAGEMENT1 year Service code 28 · EIN 25-1590628 | Investment Management | $99,046 |
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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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 13.99% | 13.43%+0.6pp | 337.46%-323.5pp | 17.84%-3.9pp |
| Employer contribution / active EE | $16,783 | $21,964-23.6% | $20,191-16.9% | $14,688+14.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |