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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL, LP Service code 19 · EIN 98-0652482 200 CLARENDON STREET · BOSTON, MA 02116 | Securities Custodian | $205,165 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $128,846 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2046110 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 | $104,543 |
ASB CAPITAL MANAGEMENT8 years Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $92,015 |
CUNI, RUST & STRENK9+ years Service code 11 · EIN 31-1227755 455 LAKE FOREST SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $85,950 |
ALLOTTA FARLEY CO LPA8 years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $76,696 |
Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $54,867 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $43,636 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $39,957 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 24.48% | 7.95%+16.5pp | 20.18%+4.3pp | 9.11%+15.4pp |
| Employer contribution / active EE | $11,041 | $14,684-24.8% | $29,108-62.1% | $12,231-9.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |