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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LP Service code 19 · EIN 98-0652482 200 CLARENDON STREET · BOSTON, MA 02116 | Securities Custodian | $201,282 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 31-1442087 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $123,250 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 1300 E NINTH ST, STE 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $115,000 |
Filed as: WESTERN ASSET MANAGEMENT Service code 19 · EIN 20-0219988 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Securities Custodian | $108,106 |
ASB CAPITAL MANAGEMENT6 years Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $100,552 |
CUNI, RUST & STRENK7+ years Service code 11 · EIN 31-1227755 455 LAKE FOREST SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $50,050 |
BODINE PERRY1 year Filed as: BODINE PERRY, PLLC Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $31,452 |
Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $29,254 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Securities Custodian | $25,234 |
ALLOTTA FARLEY CO LPA6 years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $25,229 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.71% | 19.37%-5.7pp | 11.08%+2.6pp | 15.63%-1.9pp |
| Employer contribution / active EE | $11,444 | $13,107-12.7% | $28,418-59.7% | $11,476-0.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |