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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 P.O. BOX 6327 · CLEVELAND, OH 441011327 | Contract Administrator | $74,822 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E. NINTH ST., 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $25,000 |
TRAMER SHORE & ZWICK2+ years Filed as: TRAMER, SHORE & ZWICK CPA'S Service code 10 · EIN 34-1736265 23775 COMMERCE PARK · BEACHWOOD, OH 44122 | Accounting | $6,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,679 | $60,545-24.6% | $92,240-50.5% | $69,631-34.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 8.59% | 19.71%-11.1pp | 176.29%-167.7pp | 27571.02%-27562.4pp |
| Employer contribution / active EE | $4,037 | $2,633+53.3% | $3,680+9.7% | $2,032+98.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $106 | $145-26.9% | $5,194-98.0% | $110-4.2% |