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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, LP Service code 19 · EIN 98-0652482 200 CLARENDON STREET · BOSTON, MA 02116 | Securities Custodian | $184,367 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $125,256 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 1300 E NINTH ST, STE 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $115,000 |
ASB CAPITAL MANAGEMENT7 years Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $109,517 |
Filed as: WESTERN ASSET MANAGEMENT Service code 19 · EIN 20-0219988 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Securities Custodian | $99,010 |
CUNI, RUST & STRENK8+ years Service code 11 · EIN 31-1227755 455 LAKE FOREST SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $45,950 |
ALLOTTA FARLEY CO LPA7 years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $43,969 |
Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $35,617 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $29,344 |
BODINE PERRY2 years Filed as: BODINE PERRY, PLLC Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $26,275 |
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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 | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -15.20% | -7.95%-7.2pp | -5.85%-9.4pp | 23.41%-38.6pp |
| Employer contribution / active EE | $10,829 | $13,972-22.5% | $31,839-66.0% | $12,650-14.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |