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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 1300 E. 9TH, STE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $205,000 |
LOCAL 310 FRINGE BENEFIT FUNDS1+ years Filed as: LOCAL 310 FRINGE BENEFIT FUNDS INC. Service code 13 · EIN 34-1217340 3250 EUCLID AVENUE RM 150 · CLEVELAND, OH 44115 | Contract Administrator | $144,577 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $102,918 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-6038770 PO BOX 27169 · NEW YORK, NY 100877169 | Investment Management | $82,705 |
ANALYTIC INVESTORS, LLC1+ years Service code 28 · EIN 20-4742534 555 W. 5TH 50TH FL · LOS ANGELES, CA 90013 | Investment Management | $76,387 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 1 LINCOLN ST, 34TH FLOOR · BOSTON, MA 02111 | Investment Management | $63,731 |
ANCORA ADVISORS1+ years Service code 28 6060 PARKLAND BLVD, 200 · CLEVELAND, OH 44124 | Investment Management | $50,844 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-6514544 P.O. BOX 6717 · CLEVELAND, OH 441011717 | Investment Management | $45,997 |
LEHMAN BROTHERS ASSET MANAGEMENT1+ years Service code 28 · EIN 02-0654486 190 S. LASALLE ST. · CHICAGO, IL 60603 | Investment Management | $42,268 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 1300 E 9TH ST STE 1900 · CLEVELAND, OH 44114 | Actuarial | $38,209 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 0.47% | 3.63%-3.2pp | 4.16%-3.7pp | 9.19%-8.7pp |
| Employer contribution / active EE | $15,923 | $11,363+40.1% | $29,966-46.9% | $12,608+26.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |