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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ 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 FUNDS3+ 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 | $160,680 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $111,454 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-6038770 PO BOX 27169 · NEW YORK, NY 100877169 | Investment Management | $106,690 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 1 LINCOLN ST, 34TH FLOOR · BOSTON, MA 02111 | Investment Management | $76,316 |
ANCORA ADVISORS3+ years Service code 28 6060 PARKLAND BLVD, 200 · CLEVELAND, OH 44124 | Investment Management | $67,118 |
ANALYTIC INVESTORS, LLC3+ years Service code 28 · EIN 20-4742534 555 W. 5TH 50TH FL · LOS ANGELES, CA 90013 | Investment Management | $66,792 |
LEHMAN BROTHERS ASSET MANAGEMENT3+ years Service code 28 · EIN 02-0654486 190 S. LASALLE ST. · CHICAGO, IL 60603 | Investment Management | $49,552 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 1300 E 9TH ST STE 1900 · CLEVELAND, OH 44114 | Actuarial | $39,330 |
GOLDSTEIN GRAGEL LLC3+ years Filed as: GOLDSTEIN & GRAGEL LLC Service code 29 · EIN 26-3575398 1111 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Legal | $31,684 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.77% | 2.02%+7.8pp | -752.26%+762.0pp | 33.37%-23.6pp |
| Employer contribution / active EE | $15,356 | $12,422+23.6% | $31,802-51.7% | $11,253+36.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |