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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: LEVINE LEICHTMAN CAPITAL PARTNERS I Service code 28 · EIN 46-0924517 335 NORTH MAPLE DR., SUITE 130 · BEVERLY HILLS, CA 90210 | Investment Management | $112,785 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3507129 2000 TOWN CENTER SUITE 2370 · SOUTHFIELD, MI 48075 | Legal | $59,064 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST, AND STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $56,225 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 17 · EIN 36-3485298 180 N. LASALLE ST., STE . 3500 · CHICAGO, IL 60601 | Pension Consulting | $44,000 |
TRUST COMPANY OF TOLEDO1+ years Service code 21 · EIN 34-1661757 1630 TIMBERWOLF DR · HOLLAND, OH 43528 | Bank Trustee | $43,086 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $40,410 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE, STE. 300 · TROY, MI 48098 | Contract Administrator | $34,480 |
LUBLINSUSSMAN GROUP, LLP1+ years Service code 10 · EIN 34-1087273 3166 N. REPUBLIC BLVD · TOLEDO, OH 43615 | Accounting | $20,050 |
CHICAGO EQUITY PARTNERS1+ years Service code 28 · EIN 36-4338679 6069 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $11,983 |
BROOKS INSURANCE1+ years Service code 49 · EIN 34-4194540 1120 MADISON AVE · TOLEDO, OH 43604 | Other Services | $9,299 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.81% | 0.68%+0.1pp | -1.61%+2.4pp | -0.60%+1.4pp |
| Employer contribution / active EE | $9,461 | $10,568-10.5% | $30,840-69.3% | $12,272-22.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |