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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEVELAND BAKERS TEAMSTERS PENSION Service code 35 · EIN 34-0904419 | Employee (plan sponsor) | $551,538 |
SUNTRUST BANKS, INC.4+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $419,743 |
BLACKSTONE4+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3894989 | Investment Management | $335,588 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $314,869 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON INVST MAN. CAYMAN LTD Service code 28 | Investment Management | $305,603 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $237,609 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $217,441 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $145,324 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $143,478 |
Service code 29 · EIN 45-1540483 | Legal | $119,236 |
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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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -1.91% | 8.57%-10.5pp | -0.41%-1.5pp | 33.37%-35.3pp |
| Employer contribution / active EE | $10,919 | $3,885+181.1% | $15,396-29.1% | $11,253-3.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |