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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 310 FRINGE BENEFIT FUNDS2+ years Filed as: LOCAL 310 FRINGE BENEFIT FUND Service code 13 · EIN 34-1217340 3250 EUCLID AVE, ROOM 150 · CLEVELAND, OH 44115 | Contract Administrator | $67,888 |
COMERICA BANK2+ years Service code 28 · EIN 38-0477375 P.O. BOX 7500 · DETROIT, MI 482753464 | Investment Management | $30,025 |
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) | $14,000 |
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 | $221,442-100.0% | $92,239-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 7.03% | 15.65%-8.6pp | 176.29%-169.3pp | 20.87%-13.8pp |
| Employer contribution / active EE | $4,040 | $3,226+25.2% | $3,680+9.8% | $2,310+74.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |